Service Logic 401(K) Plan — Form 5500 plan (Mshc Inc. Dba Service Logic)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Service Logic 401(K) Plan is a benefit plan reported by Mshc Inc. Dba Service Logic under EIN 20-5277888 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,088 participants and $157,903,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mshc Inc. Dba Service Logic
EIN
20-5277888
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
2,088
End-of-year plan assets
$157,903,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,088H, C20241008093821NAL0009509763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$157,903,545
Total liabilities (EOY)
$0
Net assets (EOY)
$157,903,545
Net assets (BOY)
$98,015,732

Income & contributions

Employer contributions
$4,480,364
Participant contributions
$11,978,201
Total contributions
$18,003,914
Total income / additions
$36,494,532

Expenses & distributions

Benefits paid
$9,033,292
Administrative expenses
$133,236
Total expenses
$9,216,815
Net increase / (decrease)
$27,277,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$105,854$02023
Strategic Advisors, Inc.ADVISOR$27,712not reported in the loaded dataset2023

Related Form 5500 pages