2023 Form 5500 filing — Service Express, LLC 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 20241015160604NAL0016837571001) for Service Express, LLC 401(K) Plan, reported by Service Express, LLC under EIN 38-3368786 and plan number 001. It reports 820 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)$53.2MReported net assets$53,197,570

Participants820

Provider compensation$192.3K5 Schedule C row(s)$192,331

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015160604NAL0016837571001
Plan sponsor: Service Express, LLC
EIN: 38-3368786
Plan number: 001
Location: Grand Rapids, MI
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)$53.2M total assets

Net assets$53.2MLiabilities—

Money in vs. money out

Total income / additions$15.4M

Total expenses$6.3M

Benefits paid / distributions$6M

Contributions

Employer$1.8M

Participant$5.3M

Full reported line items

Total assets (EOY): $53,197,570
Net assets (EOY): $53,197,570
Employer contributions: $1,843,925
Participant contributions: $5,312,895
Total income / additions: $15,429,694
Benefits paid: $6,033,554
Administrative expenses: $231,601
Total expenses: $6,269,662
Net increase / (decrease): $9,160,032

Schedule C

Reported service provider compensation

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

1
Creative Planning LLC$71.3K
INVESTMENT ADVISOR · Direct $71.3K · Indirect $0
2
Empower Annuity Insurance Company$61.1K
RECORDKEEPER · Direct $61.1K · Indirect $0
3
Empower Advisory Group LLC$55.8K
INVESTMENT MANAGEMENT · Direct $55.8K · Indirect $0
4
Creative Planning Hold Co LLC$4.2K
OTHER · Direct $4.2K · Indirect $0
5
Empower Annuity Ins Co Of America$59
OTHER · Direct $59 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015160604NAL0016837571001 cover?: It is the 2023 Form 5500 filing for Service Express, LLC 401(K) Plan, reported by Service Express, LLC (EIN 38-3368786).
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).