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SERVICEMASTER BY CASE - RETIREMENT PLAN 401k Plan overview

Plan NameSERVICEMASTER BY CASE - RETIREMENT PLAN
Plan identification number 001

SERVICEMASTER BY CASE - RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PERFECTACLENE, INC. DBA SERVICEMASTER BY CASE has sponsored the creation of one or more 401k plans.

Company Name:PERFECTACLENE, INC. DBA SERVICEMASTER BY CASE
Employer identification number (EIN):341880811
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICEMASTER BY CASE - RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER FRALEY2024-02-28
0012022-01-01ROBERT CASE2023-07-26
0012021-01-01
0012020-01-01TERRI YUNGHANS2021-05-05
0012018-01-01TERRI YUNGHANS2019-05-30
0012017-01-01
0012016-01-01ROBERT P. CASE2017-06-21
0012015-01-01ROBERT P.CASE2016-07-18
0012014-01-01ROBERT P.CASE2015-05-19
0012013-01-01ROBERT P.CASE2014-04-25
0012012-01-01ROBERT P.CASE2013-04-16
0012011-01-01ROBERT P.CASE2012-03-12
0012010-01-01ROBERT P.CASE2011-04-27
0012009-01-01ROBERT P. CASE
0012009-01-01ROBERT P. CASE

Plan Statistics for SERVICEMASTER BY CASE - RETIREMENT PLAN

401k plan membership statisitcs for SERVICEMASTER BY CASE - RETIREMENT PLAN

Measure Date Value
2025: SERVICEMASTER BY CASE - RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1214
Total number of particpants at end of year2025-06-1214
Number of Participants With Account Balances2025-06-1214
2024: SERVICEMASTER BY CASE - RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-02-2815
Total number of particpants at end of year2024-02-2814
Number of Participants With Account Balances2024-02-2813
2022: SERVICEMASTER BY CASE - RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-1912
Total number of particpants at end of year2022-08-1912
Number of Participants With Account Balances2022-08-1912
2009: SERVICEMASTER BY CASE - RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SERVICEMASTER BY CASE - RETIREMENT PLAN

Measure Date Value
2025 : SERVICEMASTER BY CASE - RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-120
Total liabilities as of the end of the plan year2025-06-120
Total liabilities as of the beginning of the plan year2025-06-120
Total expenses incurred by plan in this plan year2025-06-1251285
Net assets as of the end of the plan year2025-06-122013577
Total assets as of the beginning of the plan year2025-06-121853256
Value of plan covered by a fidelity bond2025-06-12135000
Participant contributions to plan in this plan year2025-06-120
Other expenses paid from plan in this plan year2025-06-12105
Other contributions to plan in this plan year2025-06-120
Other income to plan in this plan year2025-06-12152837
Plan net income in this plan year2025-06-12160321
Net assets as of the end of the plan year2025-06-122013577
Net assets as of the beginning of the plan year2025-06-121853256
Employer contributions to plan in this plan year2025-06-1258769
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1217164
2024 : SERVICEMASTER BY CASE - RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-280
Total liabilities as of the end of the plan year2024-02-280
Total liabilities as of the beginning of the plan year2024-02-280
Total expenses incurred by plan in this plan year2024-02-28118635
Net assets as of the end of the plan year2024-02-281853256
Total assets as of the beginning of the plan year2024-02-281680174
Value of plan covered by a fidelity bond2024-02-28135000
Participant contributions to plan in this plan year2024-02-2875000
Other expenses paid from plan in this plan year2024-02-280
Other contributions to plan in this plan year2024-02-280
Other income to plan in this plan year2024-02-28216717
Plan net income in this plan year2024-02-28173082
Net assets as of the end of the plan year2024-02-281853256
Net assets as of the beginning of the plan year2024-02-281680174
Employer contributions to plan in this plan year2024-02-280
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-2815659
2022 : SERVICEMASTER BY CASE - RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-190
Total liabilities as of the beginning of the plan year2022-08-190
Total expenses incurred by plan in this plan year2022-08-1955276
Net assets as of the end of the plan year2022-08-191941534
Total assets as of the beginning of the plan year2022-08-191767265
Value of plan covered by a fidelity bond2022-08-19135000
Participant contributions to plan in this plan year2022-08-190
Other expenses paid from plan in this plan year2022-08-19180
Other income to plan in this plan year2022-08-19179545
Plan net income in this plan year2022-08-19174269
Net assets as of the end of the plan year2022-08-191941534
Net assets as of the beginning of the plan year2022-08-191767265
Employer contributions to plan in this plan year2022-08-1950000
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1916124

Form 5500 Responses for SERVICEMASTER BY CASE - RETIREMENT PLAN

2009: SERVICEMASTER BY CASE - RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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