Srtv Holdings LLC 401(K) Program — Form 5500 plan (Srtv Holdings LLC)
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, Srtv Holdings LLC 401(K) Program is a benefit plan reported by Srtv Holdings LLC under EIN 83-0971353 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $19,647,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Srtv Holdings LLC
- EIN
- 83-0971353
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $19,647,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20241015153803NAL0057007218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,647,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,647,371
- Net assets (BOY)
- $13,252,329
Income & contributions
- Employer contributions
- $674,174
- Participant contributions
- $1,666,420
- Total contributions
- $2,367,099
- Total income / additions
- $4,979,846
Expenses & distributions
- Benefits paid
- $1,562,555
- Administrative expenses
- $21,661
- Total expenses
- $1,584,216
- Net increase / (decrease)
- $3,395,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital LLC | SERVICE PROVIDER | $0 | $43,191 | 2023 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $18,101 | 2023 |
| William E Hamm And Associates, Inc | SERVICE PROVIDER | $0 | $6,824 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,265 | $2,778 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Srtv Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Onedigital LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- William E Hamm And Associates, Inc — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation