2023 Form 5500 filing — Employees Profit Sharing Retirement Plan Of Servco Pacific Inc. And Subsidiaries
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 20241007141552NAL0016218689001) for Employees Profit Sharing Retirement Plan Of Servco Pacific Inc. And Subsidiaries, reported by Servco Pacific Inc. under EIN 99-0057870 and plan number 001. It reports 1,674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141552NAL0016218689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Servco Pacific Inc.
- EIN
- 99-0057870
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $202,179,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $202,179,349
- Employer contributions
- $4,542,778
- Participant contributions
- $9,164,255
- Total income / additions
- $46,328,132
- Benefits paid
- $20,924,405
- Administrative expenses
- $139,230
- Total expenses
- $21,063,635
- Net increase / (decrease)
- $25,264,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $66,761 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $53,133 | not reported in the loaded dataset |
| Kkdly LLC | ACCOUNTANT/AUDITOR | $19,686 | not reported in the loaded dataset |