2023 Form 5500 filing — Serv-U-Success 401(K) Savings 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 20241011110304NAL0021722705001) for Serv-U-Success 401(K) Savings Plan, reported by Thrifty Retail Services, LLC under EIN 27-3469063 and plan number 001. It reports 1,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110304NAL0021722705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrifty Retail Services, LLC
- EIN
- 27-3469063
- Plan number
- 001
- Location
- Grandville, MI
- Participants
- 1,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,418,161
- Total liabilities (EOY)
- $9,292
- Net assets (EOY)
- $20,408,869
- Employer contributions
- $479,210
- Participant contributions
- $1,357,139
- Total income / additions
- $5,171,817
- Benefits paid
- $1,305,823
- Administrative expenses
- $82,607
- Total expenses
- $1,388,430
- Net increase / (decrease)
- $3,783,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chesme Capital Management | NONE | $53,294 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $29,313 | not reported in the loaded dataset |