Plan5500

Service, Inc. Retirement Plan — Form 5500 plan (Service, Inc. Of Illinois)

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, Inc. Retirement Plan is a benefit plan reported by Service, Inc. Of Illinois under EIN 36-3670951 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $6,050,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Service, Inc. Of Illinois
EIN
36-3670951
Plan number
001
Plan type
2
Location
Joliet, IL
Latest filing year
2023
Participants
215
End-of-year plan assets
$6,050,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20250123092424NAL0010034736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,050,386
Net assets (EOY)
$6,050,386
Net assets (BOY)
$4,283,831

Income & contributions

Employer contributions
$391,769
Participant contributions
$578,615
Total contributions
$1,135,898
Total income / additions
$1,876,391

Expenses & distributions

Benefits paid
$105,336
Administrative expenses
$4,500
Total expenses
$109,836
Net increase / (decrease)
$1,766,555

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages