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SERVPRO 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSERVPRO 401(K) RETIREMENT PLAN
Plan identification number 001

SERVPRO 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

AHLBERG ENTERPRISES, INC. SERVPRO has sponsored the creation of one or more 401k plans.

Company Name:AHLBERG ENTERPRISES, INC. SERVPRO
Employer identification number (EIN):200274615
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about AHLBERG ENTERPRISES, INC. SERVPRO

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2003-09-10
Company Identification Number: 17169194
Legal Registered Office Address: 547 N 4TH AVE

CORNELIUS
United States of America (USA)
97113

More information about AHLBERG ENTERPRISES, INC. SERVPRO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVPRO 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALAN AHLBERG
0012016-01-01ALAN AHLBERG
0012015-01-01ALAN AHLBERG
0012014-01-01ALAN AHLBERG
0012013-01-01ALAN AHLBERG
0012012-01-01ALAN AHLBERG
0012011-01-01ALAN AHLBERG

Plan Statistics for SERVPRO 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SERVPRO 401(K) RETIREMENT PLAN

Measure Date Value
2023: SERVPRO 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0115
Total number of active participants reported on line 7a of the Form 55002023-01-016
Number of retired or separated participants receiving benefits2023-01-019
Total of all active and inactive participants2023-01-0115
Total participants2023-01-0115
Number of participants with account balances2023-01-0115
2022: SERVPRO 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-018
Total of all active and inactive participants2022-01-0115
Total participants2022-01-0115
Number of participants with account balances2022-01-0115
2021: SERVPRO 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0113
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
2020: SERVPRO 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-012
Total of all active and inactive participants2020-01-017
Total participants2020-01-017
Number of participants with account balances2020-01-017
2019: SERVPRO 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-014
Total of all active and inactive participants2019-01-019
Total participants2019-01-019
Number of participants with account balances2019-01-019
2018: SERVPRO 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-013
Total of all active and inactive participants2018-01-019
Total participants2018-01-019
2017: SERVPRO 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
2016: SERVPRO 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-014
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2015: SERVPRO 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-017
2014: SERVPRO 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-017
2013: SERVPRO 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: SERVPRO 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-013
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
2011: SERVPRO 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-0110

Financial Data on SERVPRO 401(K) RETIREMENT PLAN

Measure Date Value
2023 : SERVPRO 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$16,250
Expenses. Total of all expenses incurred2023-12-31$9,665
Benefits paid (including direct rollovers)2023-12-31$8,400
Total plan assets at end of year2023-12-31$50,136
Total plan assets at beginning of year2023-12-31$43,551
Value of fidelity bond covering the plan2023-12-31$10,000
Total contributions received or receivable from participants2023-12-31$4,181
Other income received2023-12-31$8,248
Net income (gross income less expenses)2023-12-31$6,585
Net plan assets at end of year (total assets less liabilities)2023-12-31$50,136
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$43,551
Total contributions received or receivable from employer(s)2023-12-31$3,821
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,265
2022 : SERVPRO 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$19,920
Expenses. Total of all expenses incurred2022-12-31$2,383
Benefits paid (including direct rollovers)2022-12-31$2,107
Total plan assets at end of year2022-12-31$43,551
Total plan assets at beginning of year2022-12-31$26,014
Value of fidelity bond covering the plan2022-12-31$10,000
Total contributions received or receivable from participants2022-12-31$10,755
Other income received2022-12-31$-320
Net income (gross income less expenses)2022-12-31$17,537
Net plan assets at end of year (total assets less liabilities)2022-12-31$43,551
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$26,014
Total contributions received or receivable from employer(s)2022-12-31$9,485
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$276
2021 : SERVPRO 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$140,851
Expenses. Total of all expenses incurred2021-12-31$685,139
Benefits paid (including direct rollovers)2021-12-31$680,451
Total plan assets at end of year2021-12-31$26,014
Total plan assets at beginning of year2021-12-31$570,302
Value of fidelity bond covering the plan2021-12-31$25,000
Total contributions received or receivable from participants2021-12-31$10,152
Other income received2021-12-31$71,981
Net income (gross income less expenses)2021-12-31$-544,288
Net plan assets at end of year (total assets less liabilities)2021-12-31$26,014
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$570,302
Total contributions received or receivable from employer(s)2021-12-31$58,718
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,688
2020 : SERVPRO 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$138,441
Expenses. Total of all expenses incurred2020-12-31$23,504
Benefits paid (including direct rollovers)2020-12-31$19,567
Total plan assets at end of year2020-12-31$570,302
Total plan assets at beginning of year2020-12-31$455,365
Value of fidelity bond covering the plan2020-12-31$60,000
Total contributions received or receivable from participants2020-12-31$59,190
Other income received2020-12-31$68,068
Net income (gross income less expenses)2020-12-31$114,937
Net plan assets at end of year (total assets less liabilities)2020-12-31$570,302
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$455,365
Total contributions received or receivable from employer(s)2020-12-31$11,183
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,937
2019 : SERVPRO 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$145,633
Expenses. Total of all expenses incurred2019-12-31$3,302
Total plan assets at end of year2019-12-31$455,365
Total plan assets at beginning of year2019-12-31$313,034
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$62,371
Other income received2019-12-31$72,492
Net income (gross income less expenses)2019-12-31$142,331
Net plan assets at end of year (total assets less liabilities)2019-12-31$455,365
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$313,034
Total contributions received or receivable from employer(s)2019-12-31$10,770
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,302
2018 : SERVPRO 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$60,458
Expenses. Total of all expenses incurred2018-12-31$30,439
Benefits paid (including direct rollovers)2018-12-31$27,693
Total plan assets at end of year2018-12-31$313,034
Total plan assets at beginning of year2018-12-31$283,015
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$64,624
Other income received2018-12-31$-18,672
Net income (gross income less expenses)2018-12-31$30,019
Net plan assets at end of year (total assets less liabilities)2018-12-31$313,034
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$283,015
Total contributions received or receivable from employer(s)2018-12-31$14,506
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,746
2017 : SERVPRO 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$109,645
Expenses. Total of all expenses incurred2017-12-31$2,075
Total plan assets at end of year2017-12-31$283,015
Total plan assets at beginning of year2017-12-31$175,445
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$61,070
Other income received2017-12-31$32,375
Net income (gross income less expenses)2017-12-31$107,570
Net plan assets at end of year (total assets less liabilities)2017-12-31$283,015
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$175,445
Total contributions received or receivable from employer(s)2017-12-31$16,200
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,075
2016 : SERVPRO 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$71,097
Expenses. Total of all expenses incurred2016-12-31$1,218
Benefits paid (including direct rollovers)2016-12-31$71
Total plan assets at end of year2016-12-31$175,445
Total plan assets at beginning of year2016-12-31$105,566
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$54,927
Other income received2016-12-31$9,429
Net income (gross income less expenses)2016-12-31$69,879
Net plan assets at end of year (total assets less liabilities)2016-12-31$175,445
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$105,566
Total contributions received or receivable from employer(s)2016-12-31$6,741
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,147
2015 : SERVPRO 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$7,825
Expenses. Total of all expenses incurred2015-12-31$6,753
Benefits paid (including direct rollovers)2015-12-31$5,647
Total plan assets at end of year2015-12-31$105,566
Total plan assets at beginning of year2015-12-31$104,494
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$6,159
Expenses. Other expenses not covered elsewhere2015-12-31$1,106
Other income received2015-12-31$-2,919
Net income (gross income less expenses)2015-12-31$1,072
Net plan assets at end of year (total assets less liabilities)2015-12-31$105,566
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$104,494
Total contributions received or receivable from employer(s)2015-12-31$4,585
2014 : SERVPRO 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$13,273
Expenses. Total of all expenses incurred2014-12-31$1,003
Total plan assets at end of year2014-12-31$104,494
Total plan assets at beginning of year2014-12-31$92,224
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$5,520
Expenses. Other expenses not covered elsewhere2014-12-31$1,003
Other income received2014-12-31$3,365
Net income (gross income less expenses)2014-12-31$12,270
Net plan assets at end of year (total assets less liabilities)2014-12-31$104,494
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$92,224
Total contributions received or receivable from employer(s)2014-12-31$4,388
2013 : SERVPRO 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$33,230
Expenses. Total of all expenses incurred2013-12-31$19,750
Benefits paid (including direct rollovers)2013-12-31$18,889
Total plan assets at end of year2013-12-31$92,224
Total plan assets at beginning of year2013-12-31$78,744
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$10,090
Expenses. Other expenses not covered elsewhere2013-12-31$861
Other income received2013-12-31$20,106
Net income (gross income less expenses)2013-12-31$13,480
Net plan assets at end of year (total assets less liabilities)2013-12-31$92,224
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$78,744
Total contributions received or receivable from employer(s)2013-12-31$3,034
2012 : SERVPRO 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$22,055
Expenses. Total of all expenses incurred2012-12-31$6,447
Benefits paid (including direct rollovers)2012-12-31$5,568
Total plan assets at end of year2012-12-31$78,744
Total plan assets at beginning of year2012-12-31$63,136
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$6,915
Expenses. Other expenses not covered elsewhere2012-12-31$879
Other income received2012-12-31$10,372
Net income (gross income less expenses)2012-12-31$15,608
Net plan assets at end of year (total assets less liabilities)2012-12-31$78,744
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$63,136
Total contributions received or receivable from employer(s)2012-12-31$4,768
2011 : SERVPRO 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,141
Expenses. Total of all expenses incurred2011-12-31$7,783
Benefits paid (including direct rollovers)2011-12-31$6,819
Total plan assets at end of year2011-12-31$63,136
Total plan assets at beginning of year2011-12-31$43,778
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$20,947
Expenses. Other expenses not covered elsewhere2011-12-31$964
Other income received2011-12-31$-6,175
Net income (gross income less expenses)2011-12-31$19,358
Net plan assets at end of year (total assets less liabilities)2011-12-31$63,136
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$43,778
Total contributions received or receivable from employer(s)2011-12-31$12,369
2010 : SERVPRO 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$43,778
Total plan assets at end of year2010-12-31$43,778
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$31,013
Other income received2010-12-31$2,534
Net income (gross income less expenses)2010-12-31$43,778
Net plan assets at end of year (total assets less liabilities)2010-12-31$43,778
Total contributions received or receivable from employer(s)2010-12-31$10,231

Form 5500 Responses for SERVPRO 401(K) RETIREMENT PLAN

2023: SERVPRO 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SERVPRO 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SERVPRO 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SERVPRO 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SERVPRO 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SERVPRO 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SERVPRO 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SERVPRO 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SERVPRO 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SERVPRO 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SERVPRO 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SERVPRO 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SERVPRO 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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