Servpro Industries, LLC 401k Plan — Form 5500 plan (Servpro Industries, 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, Servpro Industries, LLC 401k Plan is a benefit plan reported by Servpro Industries, LLC under EIN 94-1659847 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $50,686,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Servpro Industries, LLC
EIN
94-1659847
Plan number
001
Plan type
2
Location
Gallatin, TN
Latest filing year
2023
Participants
568
End-of-year plan assets
$50,686,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023568H, C20240718121740NAL0003409187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,686,746
Total liabilities (EOY)
$0
Net assets (EOY)
$50,686,746
Net assets (BOY)
$42,102,513

Income & contributions

Employer contributions
$770,512
Participant contributions
$4,043,954
Total contributions
$4,920,316
Total income / additions
$13,134,887

Expenses & distributions

Benefits paid
$4,468,614
Administrative expenses
$82,040
Total expenses
$4,550,654
Net increase / (decrease)
$8,584,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$74,990not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,050$02023

Related Form 5500 pages