Servi-Tech Employees' Retirement Plan — Form 5500 plan (Servi-Tech, 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, Servi-Tech Employees' Retirement Plan is a benefit plan reported by Servi-Tech, Inc. under EIN 48-0823938 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $30,254,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Servi-Tech, Inc.
EIN
48-0823938
Plan number
002
Plan type
2
Location
Dodge City, KS
Latest filing year
2023
Participants
207
End-of-year plan assets
$30,254,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240830135451NAL0023992080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,254,886
Total liabilities (EOY)
$0
Net assets (EOY)
$30,254,886
Net assets (BOY)
$26,007,661

Income & contributions

Employer contributions
$395,552
Participant contributions
$709,006
Total contributions
$1,104,558
Total income / additions
$5,534,494

Expenses & distributions

Benefits paid
$1,206,589
Administrative expenses
$80,680
Total expenses
$1,287,269
Net increase / (decrease)
$4,247,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchRIA$41,618not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$925not reported in the loaded dataset2023

Related Form 5500 pages