Plan5500

Servant Hr 401(K) Retirement Plan — Form 5500 plan (Servant Hr, 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, Servant Hr 401(K) Retirement Plan is a benefit plan reported by Servant Hr, Inc. under EIN 30-0190462 and plan number 002. The latest loaded filing year is 2023. The filing reports 695 participants and $19,280,846 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.3MPlan net assets, end of year$19,275,515
Participants695Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,742 (computed)
Provider compensation$154K3 Schedule C provider row(s)$153,960
Plan sponsor
Servant Hr, Inc.
EIN
30-0190462
Plan number
002
Plan type
3
Location
Fishers, IN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    695 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.3M total assets
Net assets$19.3MLiabilities$5.3K
Money in vs. money out
Total income / additions$6.2M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$800.2K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$19,280,846
Total liabilities (EOY)
$5,331
Net assets (EOY)
$19,275,515
Net assets (BOY)
$16,125,950

Income & contributions

Employer contributions
$800,170
Participant contributions
$2,097,247
Total contributions
$3,495,195
Total income / additions
$6,189,159

Expenses & distributions

Benefits paid
$1,461,151
Administrative expenses
$153,960
Total expenses
$1,615,111
Net increase / (decrease)
$4,574,048
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Slavic Integrated Administration$124K
    TPA · Direct $124K
  2. 2
    Slavic Mutual Fund Management Corp$22K
    INVESTMENT MGMT · Direct $22K
  3. 3
    Servant Hr 401(K) Retirement Plan$7.9K
    PLAN ADMINISTRATOR · Direct $7.9K

Related Form 5500 pages