Employees Profit Sharing Retirement Plan Of Servco Pacific Inc. And Subsidiaries — Form 5500 plan (Servco Pacific 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, Employees Profit Sharing Retirement Plan Of Servco Pacific Inc. And Subsidiaries is a benefit plan reported by Servco Pacific Inc. under EIN 99-0057870 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,674 participants and $202,179,349 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Servco Pacific Inc.
EIN
99-0057870
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
1,674
End-of-year plan assets
$202,179,349

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,674H, C20241007141552NAL0016218689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$202,179,349
Total liabilities (EOY)
$0
Net assets (EOY)
$202,179,349
Net assets (BOY)
$176,914,852

Income & contributions

Employer contributions
$4,542,778
Participant contributions
$9,164,255
Total contributions
$13,967,609
Total income / additions
$46,328,132

Expenses & distributions

Benefits paid
$20,924,405
Administrative expenses
$139,230
Total expenses
$21,063,635
Net increase / (decrease)
$25,264,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$66,761$02023
Strategic Advisors, Inc.ADVISOR$53,133not reported in the loaded dataset2023
Kkdly LLCACCOUNTANT/AUDITOR$19,686not reported in the loaded dataset2023

Related Form 5500 pages