2023 Form 5500 filing — Set And Service Resources 401(K) 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 20241007130317NAL0016084209001) for Set And Service Resources 401(K) Plan, reported by Set And Service Resources, LLC under EIN 26-3902287 and plan number 001. It reports 817 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)$0Reported net assets
Participants817
Provider compensation$2.7K2 Schedule C row(s)$2,697
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007130317NAL0016084209001
Plan sponsor
Set And Service Resources, LLC
EIN
26-3902287
Plan number
001
Location
Cary, NC
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.

Money in vs. money out
Total income / additions$993.7K
Total expenses$553.8K
Benefits paid / distributions$553.8K
Contributions
Employer$232.5K
Participant$344.3K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$232,488
Participant contributions
$344,294
Total income / additions
$993,674
Benefits paid
$553,792
Administrative expenses
$2,697
Total expenses
$553,824
Net increase / (decrease)
$439,850
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $2.1K
  2. 2
    RECORDKEEPER · Direct $635 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007130317NAL0016084209001 cover?
It is the 2023 Form 5500 filing for Set And Service Resources 401(K) Plan, reported by Set And Service Resources, LLC (EIN 26-3902287).
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