2023 Form 5500 filing — Service Matters, LLC 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 20241015133747NAL0049653760001) for Service Matters, LLC 401(K) Profit Sharing Plan, reported by Service Matters, LLC under EIN 06-1457061 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$819.9KReported net assets$819,863
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015133747NAL0049653760001
Plan sponsor
Service Matters, LLC
EIN
06-1457061
Plan number
001
Location
Springfield, MA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$819.9K total assets
Net assets$819.9KLiabilities$0
Money in vs. money out
Total income / additions$194K
Total expenses$7.7K
Benefits paid / distributions$1K
Contributions
Employer$17.7K
Participant$53.7K
Full reported line items
Total assets (EOY)
$819,863
Total liabilities (EOY)
$0
Net assets (EOY)
$819,863
Employer contributions
$17,698
Participant contributions
$53,728
Total income / additions
$193,988
Benefits paid
$1,047
Administrative expenses
$5,645
Total expenses
$7,704
Net increase / (decrease)
$186,284

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015133747NAL0049653760001 cover?
It is the 2023 Form 5500 filing for Service Matters, LLC 401(K) Profit Sharing Plan, reported by Service Matters, LLC (EIN 06-1457061).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages