2023 Form 5500 filing — Servis One Inc 401(K) 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 20241010084421NAL0035294176001) for Servis One Inc 401(K) Profit Sharing Plan, reported by Servis One Inc. Dba Bsi Financial Services, Inc. under EIN 04-3800293 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084421NAL0035294176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Servis One Inc. Dba Bsi Financial Services, Inc.
- EIN
- 04-3800293
- Plan number
- 001
- Location
- Titusville, PA
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,878,547
- Total liabilities (EOY)
- $390
- Net assets (EOY)
- $6,878,157
- Employer contributions
- $214,792
- Participant contributions
- $1,040,232
- Total income / additions
- $2,115,893
- Benefits paid
- $789,392
- Administrative expenses
- $619
- Total expenses
- $819,086
- Net increase / (decrease)
- $1,296,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISOR | $14,839 | not reported in the loaded dataset |
| Dunbar Bender & Zapf, Inc. | CONTRACT ADMINISTRATOR | $5,112 | $207 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,629 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $241 | not reported in the loaded dataset |