Plan5500

The Service Companies 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Service Companies, Inc.)

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, The Service Companies 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Service Companies, Inc. under EIN 26-2251010 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,105 participants and $3,848,930 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Service Companies, Inc.
EIN
26-2251010
Plan number
001
Plan type
2
Location
Miramar, FL
Latest filing year
2023
Participants
3,105
End-of-year plan assets
$3,848,930

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,105H, C20240828213653NAL0006024899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,848,930
Total liabilities (EOY)
$0
Net assets (EOY)
$3,848,930
Net assets (BOY)
$3,102,898

Income & contributions

Employer contributions
$232,677
Participant contributions
$502,033
Total contributions
$734,710
Total income / additions
$1,258,111

Expenses & distributions

Benefits paid
$470,822
Administrative expenses
$34,457
Total expenses
$512,079
Net increase / (decrease)
$746,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,918not reported in the loaded dataset2023
Lpl Financial LLCADVISOR$15,539not reported in the loaded dataset2023

Related Form 5500 pages