Servicenet Employee Retirement Plan — Form 5500 plan (Servicenet, Inc.)
Plain-English plan 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, Servicenet Employee Retirement Plan is a benefit plan reported by Servicenet, Inc. under EIN 04-2526194 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,926 participants and $26,835,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Servicenet, Inc.
- EIN
- 04-2526194
- Plan number
- 001
- Plan type
- 2
- Location
- Northampton, MA
- Latest filing year
- 2023
- Participants
- 1,926
- End-of-year plan assets
- $26,835,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,926 | H, C | 20240905171643NAL0000006768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,835,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,835,052
- Net assets (BOY)
- $23,564,529
Income & contributions
- Employer contributions
- $900,210
- Participant contributions
- $1,888,567
- Total contributions
- $2,877,543
- Total income / additions
- $6,504,468
Expenses & distributions
- Benefits paid
- $3,046,840
- Administrative expenses
- $186,902
- Total expenses
- $3,233,945
- Net increase / (decrease)
- $3,270,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $124,899 | $0 | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $32,278 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $27,246 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,170 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Servicenet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Northampton, MA
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation