Ser Construction Partners LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ser Construction Partners LLC)
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, Ser Construction Partners LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ser Construction Partners LLC under EIN 91-2098600 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $3,312,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ser Construction Partners LLC
- EIN
- 91-2098600
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, TX
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $3,312,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241011113857NAL0038604128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,312,529
- Total liabilities (EOY)
- $54,481
- Net assets (EOY)
- $3,258,048
- Net assets (BOY)
- $2,469,399
Income & contributions
- Employer contributions
- $221,417
- Participant contributions
- $324,209
- Total contributions
- $545,626
- Total income / additions
- $969,967
Expenses & distributions
- Benefits paid
- $152,527
- Administrative expenses
- $28,791
- Total expenses
- $181,318
- Net increase / (decrease)
- $788,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,437 | $0 | 2023 |
| Mbg Retirement Inc | INVESTMENT ADVISOR | $8,608 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $198 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ser Construction Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Pasadena, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Mbg Retirement Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation