2023 Form 5500 filing — Server Suites, LLC 401k & Profit Sharing 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 20240930084814NAL0003128531001) for Server Suites, LLC 401k & Profit Sharing Plan, reported by Server Suites, LLC under EIN 20-5268699 and plan number 001. It reports 137 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)$8.7MReported net assets$8,728,123
Participants137
Provider compensation$47K2 Schedule C row(s)$47,003
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930084814NAL0003128531001
Plan sponsor
Server Suites, LLC
EIN
20-5268699
Plan number
001
Location
Loveland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$430.5K
Participant$802.2K
Full reported line items
Total assets (EOY)
$8,728,123
Total liabilities (EOY)
$0
Net assets (EOY)
$8,728,123
Employer contributions
$430,457
Participant contributions
$802,172
Total income / additions
$2,760,459
Benefits paid
$1,404,533
Administrative expenses
$27,970
Total expenses
$1,432,503
Net increase / (decrease)
$1,327,956
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $38.6K
  2. 2
    RECORDKEEPER · Direct $8.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930084814NAL0003128531001 cover?
It is the 2023 Form 5500 filing for Server Suites, LLC 401k & Profit Sharing Plan, reported by Server Suites, LLC (EIN 20-5268699).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages