2023 Form 5500 filing — Service Logic 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 20241008093821NAL0009509763001) for Service Logic 401(K) Plan, reported by Mshc Inc. Dba Service Logic under EIN 20-5277888 and plan number 001. It reports 2,088 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)$157.9MReported net assets$157,903,545
Participants2.1K2,088
Provider compensation$133.6K2 Schedule C row(s)$133,566
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008093821NAL0009509763001
- Plan sponsor
- Mshc Inc. Dba Service Logic
- EIN
- 20-5277888
- Plan number
- 001
- Location
- Charlotte, NC
- 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)$157.9M total assets
Net assets$157.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $157,903,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,903,545
- Employer contributions
- $4,480,364
- Participant contributions
- $11,978,201
- Total income / additions
- $36,494,532
- Benefits paid
- $9,033,292
- Administrative expenses
- $133,236
- Total expenses
- $9,216,815
- Net increase / (decrease)
- $27,277,717
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $105,854 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $27,712 | not reported in the loaded dataset |