401k Plan data: SERVPRO OF ST. MARY'S 401 K PLAN plan

SERVPRO OF ST. MARY'S 401 K PLAN 401k Plan overview

Plan Name	SERVPRO OF ST. MARY'S 401 K PLAN
Plan identification number	001

SERVPRO OF ST. MARY'S 401 K PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

SERVPRO OF ST. MARY'S has sponsored the creation of one or more 401k plans.

Company Name: SERVPRO OF ST. MARY'S

Employer identification number (EIN): 521835333

NAIC Classification: 561740
NAIC Description: Carpet and Upholstery Cleaning Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVPRO OF ST. MARY'S 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 VINCE WHITTLES 2023-09-06
001 2021-01-01 VINCE WHITTLES 2022-06-17 KELLEY SAMPSON 2022-06-17
001 2020-01-01 KELLEY SAMPSON 2021-06-18 KELLEY SAMPSON 2021-06-18
001 2019-01-01 KELLEY M SAMPSON 2020-07-21 VINCENT WHITTLES 2020-07-21
001 2018-01-01 KELLEY SAMPSON 2019-06-24
001 2017-01-01 VINCENT WHITTLES 2018-07-27
001 2016-01-01 SUSAN TENNYSON 2017-10-04 VINCENT WHITTLES 2017-10-04
001 2015-01-01 VINCENT WHITTLES 2016-10-14 VINCENT WHITTLES 2016-10-14
001 2014-01-01
001 2013-01-01
001 2012-01-01 VINCENT WHITTLES VINCENT WHITTLES 2013-10-12
001 2011-01-01 VINCENT WHITTLES 2012-10-07 VINCENT WHITTLES 2012-10-07
001 2010-01-01 VINCENT WHITTLES 2011-10-14 VINCENT WHITTLES 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	VINCE WHITTLES	2023-09-06
001	2021-01-01	VINCE WHITTLES	2022-06-17	KELLEY SAMPSON	2022-06-17
001	2020-01-01	KELLEY SAMPSON	2021-06-18	KELLEY SAMPSON	2021-06-18
001	2019-01-01	KELLEY M SAMPSON	2020-07-21	VINCENT WHITTLES	2020-07-21
001	2018-01-01	KELLEY SAMPSON	2019-06-24
001	2017-01-01	VINCENT WHITTLES	2018-07-27
001	2016-01-01	SUSAN TENNYSON	2017-10-04	VINCENT WHITTLES	2017-10-04
001	2015-01-01	VINCENT WHITTLES	2016-10-14	VINCENT WHITTLES	2016-10-14
001	2014-01-01
001	2013-01-01
001	2012-01-01	VINCENT WHITTLES		VINCENT WHITTLES	2013-10-12
001	2011-01-01	VINCENT WHITTLES	2012-10-07	VINCENT WHITTLES	2012-10-07
001	2010-01-01	VINCENT WHITTLES	2011-10-14	VINCENT WHITTLES	2011-10-14

Plan Statistics for SERVPRO OF ST. MARY'S 401 K PLAN

401k plan membership statisitcs for SERVPRO OF ST. MARY'S 401 K PLAN

Measure Date Value
2014: SERVPRO OF ST. MARY'S 401 K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SERVPRO OF ST. MARY'S 401 K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SERVPRO OF ST. MARY'S 401 K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2014: SERVPRO OF ST. MARY'S 401 K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SERVPRO OF ST. MARY'S 401 K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SERVPRO OF ST. MARY'S 401 K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on SERVPRO OF ST. MARY'S 401 K PLAN

Measure	Date	Value
2014 : SERVPRO OF ST. MARY'S 401 K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$286,518
Expenses. Total of all expenses incurred	2014-12-31	$7,383
Benefits paid (including direct rollovers)	2014-12-31	$7,383
Total plan assets at end of year	2014-12-31	$1,109,053
Total plan assets at beginning of year	2014-12-31	$829,918
Value of fidelity bond covering the plan	2014-12-31	$850,000
Total contributions received or receivable from participants	2014-12-31	$80,797
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$100,018
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$279,135
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,109,053
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$829,918
Assets. Value of participant loans	2014-12-31	$73,394
Total contributions received or receivable from employer(s)	2014-12-31	$105,703
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SERVPRO OF ST. MARY'S 401 K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$263,169
Expenses. Total of all expenses incurred	2013-12-31	$32,837
Benefits paid (including direct rollovers)	2013-12-31	$32,837
Total plan assets at end of year	2013-12-31	$829,918
Total plan assets at beginning of year	2013-12-31	$599,586
Value of fidelity bond covering the plan	2013-12-31	$850,000
Total contributions received or receivable from participants	2013-12-31	$62,223
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$102,022
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$230,332
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$829,918
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$599,586
Assets. Value of participant loans	2013-12-31	$16,374
Total contributions received or receivable from employer(s)	2013-12-31	$98,924
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SERVPRO OF ST. MARY'S 401 K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$193,783
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$599,586
Total plan assets at beginning of year	2012-12-31	$405,803
Value of fidelity bond covering the plan	2012-12-31	$600,000
Total contributions received or receivable from participants	2012-12-31	$64,355
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$35,883
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$193,783
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$599,586
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$405,803
Assets. Value of participant loans	2012-12-31	$16,757
Total contributions received or receivable from employer(s)	2012-12-31	$93,545
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for SERVPRO OF ST. MARY'S 401 K PLAN

2014: SERVPRO OF ST. MARY'S 401 K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SERVPRO OF ST. MARY'S 401 K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SERVPRO OF ST. MARY'S 401 K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

934982

Policy instance

Insurance contract or identification number	934982
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,499
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,499
Insurance broker organization code?	3
Insurance broker name	MML INVESTORS SERVICES, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

934982

Policy instance

Insurance contract or identification number	934982
Number of Individuals Covered	19
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,143
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,143
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	MML INVESTORS SERVICES, INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

934982

Policy instance

Insurance contract or identification number	934982
Number of Individuals Covered	14
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,078
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	MML INVESTORS SERVICES, INC

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Company Name:	SERVPRO OF ST. MARY'S
Employer identification number (EIN):	521835333
NAIC Classification:	561740
NAIC Description:	Carpet and Upholstery Cleaning Services