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

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

SERVPRO OF ST. MARY'S 401 K 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
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VINCE WHITTLES2024-06-20
0012022-01-01VINCE WHITTLES2023-09-06
0012021-01-01VINCE WHITTLES2022-06-17 KELLEY SAMPSON2022-06-17
0012020-01-01KELLEY SAMPSON2021-06-18 KELLEY SAMPSON2021-06-18
0012019-01-01KELLEY M SAMPSON2020-07-21 VINCENT WHITTLES2020-07-21
0012018-01-01KELLEY SAMPSON2019-06-24
0012017-01-01VINCENT WHITTLES2018-07-27
0012016-01-01SUSAN TENNYSON2017-10-04 VINCENT WHITTLES2017-10-04
0012015-01-01VINCENT WHITTLES2016-10-14 VINCENT WHITTLES2016-10-14
0012014-01-01
0012013-01-01
0012012-01-01VINCENT WHITTLES VINCENT WHITTLES2013-10-12
0012011-01-01VINCENT WHITTLES2012-10-07 VINCENT WHITTLES2012-10-07
0012010-01-01VINCENT WHITTLES2011-10-14 VINCENT WHITTLES2011-10-14

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

Measure Date Value
2025 : SERVPRO OF ST. MARY'S 401 K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-18-4656687
Total liabilities as of the end of the plan year2025-09-180
Total liabilities as of the beginning of the plan year2025-09-180
Total expenses incurred by plan in this plan year2025-09-1829011
Net assets as of the end of the plan year2025-09-180
Total assets as of the beginning of the plan year2025-09-184549808
Participant contributions to plan in this plan year2025-09-185286
Other expenses paid from plan in this plan year2025-09-180
Other contributions to plan in this plan year2025-09-18-458
Other income to plan in this plan year2025-09-18129138
Plan net income in this plan year2025-09-18106879
Net assets as of the end of the plan year2025-09-180
Net assets as of the beginning of the plan year2025-09-184549808
Employer contributions to plan in this plan year2025-09-181924
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1824
Total transfers to/from plan in this plan year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-056753
Net assets as of the end of the plan year2025-09-054549808
Total assets as of the beginning of the plan year2025-09-053871910
Value of plan covered by a fidelity bond2025-09-05300000
Participant contributions to plan in this plan year2025-09-05140713
Other expenses paid from plan in this plan year2025-09-050
Other income to plan in this plan year2025-09-05486523
Plan net income in this plan year2025-09-05677898
Net assets as of the end of the plan year2025-09-054549808
Net assets as of the beginning of the plan year2025-09-053871910
Employer contributions to plan in this plan year2025-09-0557415
Fees paid to broker by Benefit Provider2025-09-053445
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-05190
2024 : SERVPRO OF ST. MARY'S 401 K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2096
Net assets as of the end of the plan year2024-06-203871910
Total assets as of the beginning of the plan year2024-06-203115789
Value of plan covered by a fidelity bond2024-06-20300000
Participant contributions to plan in this plan year2024-06-20141456
Value of participant loans at end of plan year2024-06-2067812
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20553889
Plan net income in this plan year2024-06-20756121
Net assets as of the end of the plan year2024-06-203871910
Net assets as of the beginning of the plan year2024-06-203115789
Employer contributions to plan in this plan year2024-06-2060872
Fees paid to broker by Benefit Provider2024-06-209674
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2096
2022 : SERVPRO OF ST. MARY'S 401 K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-170
Total expenses incurred by plan in this plan year2022-06-17389
Net assets as of the end of the plan year2022-06-173560228
Total assets as of the beginning of the plan year2022-06-172940907
Value of plan covered by a fidelity bond2022-06-17300000
Participant contributions to plan in this plan year2022-06-17120389
Value of participant loans at end of plan year2022-06-1778567
Other expenses paid from plan in this plan year2022-06-17389
Other contributions to plan in this plan year2022-06-170
Other income to plan in this plan year2022-06-17451070
Plan net income in this plan year2022-06-17619321
Net assets as of the end of the plan year2022-06-173560228
Net assets as of the beginning of the plan year2022-06-172940907
Employer contributions to plan in this plan year2022-06-1748251
Fees paid to broker by Benefit Provider2022-06-179519
2014 : SERVPRO OF ST. MARY'S 401 K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$286,518
Expenses. Total of all expenses incurred2014-12-31$7,383
Benefits paid (including direct rollovers)2014-12-31$7,383
Total plan assets at end of year2014-12-31$1,109,053
Total plan assets at beginning of year2014-12-31$829,918
Value of fidelity bond covering the plan2014-12-31$850,000
Total contributions received or receivable from participants2014-12-31$80,797
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$100,018
Noncash contributions received2014-12-31$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 loans2014-12-31$73,394
Total contributions received or receivable from employer(s)2014-12-31$105,703
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : SERVPRO OF ST. MARY'S 401 K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$263,169
Expenses. Total of all expenses incurred2013-12-31$32,837
Benefits paid (including direct rollovers)2013-12-31$32,837
Total plan assets at end of year2013-12-31$829,918
Total plan assets at beginning of year2013-12-31$599,586
Value of fidelity bond covering the plan2013-12-31$850,000
Total contributions received or receivable from participants2013-12-31$62,223
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$102,022
Noncash contributions received2013-12-31$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 loans2013-12-31$16,374
Total contributions received or receivable from employer(s)2013-12-31$98,924
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : SERVPRO OF ST. MARY'S 401 K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$193,783
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$599,586
Total plan assets at beginning of year2012-12-31$405,803
Value of fidelity bond covering the plan2012-12-31$600,000
Total contributions received or receivable from participants2012-12-31$64,355
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$35,883
Noncash contributions received2012-12-31$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 loans2012-12-31$16,757
Total contributions received or receivable from employer(s)2012-12-31$93,545
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 securities2012-12-31$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
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SERVPRO OF ST. MARY'S 401 K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SERVPRO OF ST. MARY'S 401 K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934982
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934982
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934982
Policy instance 1

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