2023 Form 5500 filing — Servicetrade, Inc. 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 20241014180755NAL0045596832001) for Servicetrade, Inc. 401(K) Plan, reported by Servicetrade, Inc. under EIN 38-3893352 and plan number 001. It reports 218 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)$5.6MReported net assets$5,591,458
Participants218
Provider compensation$1.8K3 Schedule C row(s)$1,756
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014180755NAL0045596832001
Plan sponsor
Servicetrade, Inc.
EIN
38-3893352
Plan number
001
Location
Durham, 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.

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$244.8K
Benefits paid / distributions$242.2K
Contributions
Employer$344.9K
Participant$1.5M
Full reported line items
Total assets (EOY)
$5,591,458
Total liabilities (EOY)
$0
Net assets (EOY)
$5,591,458
Employer contributions
$344,887
Participant contributions
$1,538,611
Total income / additions
$3,043,524
Benefits paid
$242,207
Administrative expenses
$2,641
Total expenses
$244,848
Net increase / (decrease)
$2,798,676
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1K · Indirect $0
  2. 2
    OTHER · Direct $611
  3. 3
    INVESTMENT MGMT · Direct $107

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014180755NAL0045596832001 cover?
It is the 2023 Form 5500 filing for Servicetrade, Inc. 401(K) Plan, reported by Servicetrade, Inc. (EIN 38-3893352).
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