Service Industrial, Inc 401(K )Plan — Form 5500 plan (Service Industrial, 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, Service Industrial, Inc 401(K )Plan is a benefit plan reported by Service Industrial, Inc. under EIN 84-0607372 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $6,945,438 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,945,438
Participants148Covered participants reported
Assets / participant$46.9KComputed: assets ÷ participants$46,929 (computed)
Provider compensation$1.7K1 Schedule C provider row(s)$1,700
Plan sponsor
Service Industrial, Inc.
EIN
84-0607372
Plan number
001
Plan type
2
Location
Brownsville, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241014125255NAL0027318833001
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$425.6K
Benefits paid / distributions$422.3K
Contributions
Employer$229K
Participant$415.6K
Full reported line items

Net assets

Total assets (EOY)
$6,945,438
Total liabilities (EOY)
$0
Net assets (EOY)
$6,945,438
Net assets (BOY)
$5,837,707

Income & contributions

Employer contributions
$228,954
Participant contributions
$415,604
Total contributions
$644,558
Total income / additions
$1,533,368

Expenses & distributions

Benefits paid
$422,283
Administrative expenses
$3,354
Total expenses
$425,637
Net increase / (decrease)
$1,107,731
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 36%Participant 64%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,700$02023

Related Form 5500 pages