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, Serv-U-Success 401(K) Savings Plan is a benefit plan reported by Thrifty Retail Services, LLC under EIN 27-3469063 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,345 participants and $20,418,161 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,418,161
- Total liabilities (EOY)
- $9,292
- Net assets (EOY)
- $20,408,869
- Net assets (BOY)
- $16,625,482
Income & contributions
- Employer contributions
- $479,210
- Participant contributions
- $1,357,139
- Total contributions
- $2,046,231
- Total income / additions
- $5,171,817
Expenses & distributions
- Benefits paid
- $1,305,823
- Administrative expenses
- $82,607
- Total expenses
- $1,388,430
- Net increase / (decrease)
- $3,783,387