2023 Form 5500 filing — The Service Companies 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828213653NAL0006024899001) for The Service Companies 401(K) Profit Sharing Plan And Trust, reported by The Service Companies, Inc. under EIN 26-2251010 and plan number 001. It reports 3,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,848,930
Participants3.1K3,105
Provider compensation$34.5K2 Schedule C row(s)$34,457
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240828213653NAL0006024899001
- Plan sponsor
- The Service Companies, Inc.
- EIN
- 26-2251010
- Plan number
- 001
- Location
- Miramar, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,848,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,848,930
- Employer contributions
- $232,677
- Participant contributions
- $502,033
- Total income / additions
- $1,258,111
- Benefits paid
- $470,822
- Administrative expenses
- $34,457
- Total expenses
- $512,079
- Net increase / (decrease)
- $746,032
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,918 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $15,539 | not reported in the loaded dataset |