2023 Form 5500 filing — Servicenet Employee Retirement Plan
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 20240905171643NAL0000006768001) for Servicenet Employee Retirement Plan, reported by Servicenet, Inc. under EIN 04-2526194 and plan number 001. It reports 1,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905171643NAL0000006768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Servicenet, Inc.
- EIN
- 04-2526194
- Plan number
- 001
- Location
- Northampton, MA
- Participants
- 1,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,835,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,835,052
- Employer contributions
- $900,210
- Participant contributions
- $1,888,567
- Total income / additions
- $6,504,468
- Benefits paid
- $3,046,840
- Administrative expenses
- $186,902
- Total expenses
- $3,233,945
- Net increase / (decrease)
- $3,270,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $124,899 | $0 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $32,278 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $27,246 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,170 | not reported in the loaded dataset |