Servion, Inc. Dba The Servion Group 401(K) Plan — Form 5500 plan (Servion, Inc. Dba The Servion Group)
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, Servion, Inc. Dba The Servion Group 401(K) Plan is a benefit plan reported by Servion, Inc. Dba The Servion Group under EIN 41-1592297 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $15,330,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Servion, Inc. Dba The Servion Group
- EIN
- 41-1592297
- Plan number
- 001
- Plan type
- 2
- Location
- New Brighton, MN
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $15,330,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241011071317NAL0012245203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,330,834
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $15,330,833
- Net assets (BOY)
- $12,359,710
Income & contributions
- Employer contributions
- $562,510
- Participant contributions
- $916,098
- Total contributions
- $1,534,116
- Total income / additions
- $4,229,329
Expenses & distributions
- Benefits paid
- $1,191,697
- Administrative expenses
- $69,889
- Total expenses
- $1,258,206
- Net increase / (decrease)
- $2,971,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks, LLC | INVESTEMENT ADVISOR | $33,115 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMIN | $19,555 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,005 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Servion, Inc. Dba The Servion Group
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in New Brighton, MN
- Cetera Advisor Networks, LLC — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation