SERVICE EXPERTS LLC
Plan context: H. S. Stevenson & Sons LLC
EIN 62-1639453 • Richardson, TX • 40 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,815
2024 Assets
$151,787,733
2024 Contributions
$33,830,085
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3,815 | $151,787,733 | $33,830,085 | $8,868iApproximate average salary by contribution assumption: employee only about $221,691 at 4% or $147,794 at 6%; with 50% employer match about $147,794 at 4% or $98,529 at 6%; with 100% employer match about $110,846 at 4% or $73,897 at 6%. |
| H. S. Stevenson & Sons LLC | - | 3,811 | $151,787,733 | $33,830,085 | $8,877iApproximate average salary by contribution assumption: employee only about $221,924 at 4% or $147,949 at 6%; with 50% employer match about $147,949 at 4% or $98,633 at 6%; with 100% employer match about $110,962 at 4% or $73,975 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 3,815 | - | - | - |
| 2023 | 2 | 3,712 | $120,412,563 | $21,800,401 | $5,873iApproximate average salary by contribution assumption: employee only about $146,824 at 4% or $97,883 at 6%; with 50% employer match about $97,883 at 4% or $65,255 at 6%; with 100% employer match about $73,412 at 4% or $48,941 at 6%. |
| H. S. Stevenson & Sons LLC | - | 3,675 | $120,412,563 | $21,800,401 | $5,932iApproximate average salary by contribution assumption: employee only about $148,302 at 4% or $98,868 at 6%; with 50% employer match about $98,868 at 4% or $65,912 at 6%; with 100% employer match about $74,151 at 4% or $49,434 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 3,712 | - | - | - |
| 2022 | 2 | 3,955 | $97,101,638 | $19,749,858 | $4,994iApproximate average salary by contribution assumption: employee only about $124,841 at 4% or $83,227 at 6%; with 50% employer match about $83,227 at 4% or $55,485 at 6%; with 100% employer match about $62,421 at 4% or $41,614 at 6%. |
| H. S. Stevenson & Sons LLC | - | 3,955 | $97,101,638 | $19,749,858 | $4,994iApproximate average salary by contribution assumption: employee only about $124,841 at 4% or $83,227 at 6%; with 50% employer match about $83,227 at 4% or $55,485 at 6%; with 100% employer match about $62,421 at 4% or $41,614 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 3,876 | - | - | - |
| 2021 | 2 | 3,546 | $113,692,836 | $17,757,528 | $5,008iApproximate average salary by contribution assumption: employee only about $125,194 at 4% or $83,463 at 6%; with 50% employer match about $83,463 at 4% or $55,642 at 6%; with 100% employer match about $62,597 at 4% or $41,731 at 6%. |
| H. S. Stevenson & Sons LLC | - | 3,546 | $113,692,836 | $17,757,528 | $5,008iApproximate average salary by contribution assumption: employee only about $125,194 at 4% or $83,463 at 6%; with 50% employer match about $83,463 at 4% or $55,642 at 6%; with 100% employer match about $62,597 at 4% or $41,731 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 3,129 | - | - | - |
| 2020 | 2 | 3,139 | $94,921,249 | $12,751,524 | $4,062iApproximate average salary by contribution assumption: employee only about $101,557 at 4% or $67,705 at 6%; with 50% employer match about $67,705 at 4% or $45,137 at 6%; with 100% employer match about $50,779 at 4% or $33,852 at 6%. |
| H. S. Stevenson & Sons LLC | - | 3,139 | $94,921,249 | $12,751,524 | $4,062iApproximate average salary by contribution assumption: employee only about $101,557 at 4% or $67,705 at 6%; with 50% employer match about $67,705 at 4% or $45,137 at 6%; with 100% employer match about $50,779 at 4% or $33,852 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,582 | - | - | - |
| 2019 | 2 | 3,157 | $78,997,299 | $12,167,272 | $3,854iApproximate average salary by contribution assumption: employee only about $96,352 at 4% or $64,234 at 6%; with 50% employer match about $64,234 at 4% or $42,823 at 6%; with 100% employer match about $48,176 at 4% or $32,117 at 6%. |
| H. S. Stevenson & Sons LLC | - | 3,157 | $78,997,299 | $12,167,272 | $3,854iApproximate average salary by contribution assumption: employee only about $96,352 at 4% or $64,234 at 6%; with 50% employer match about $64,234 at 4% or $42,823 at 6%; with 100% employer match about $48,176 at 4% or $32,117 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,553 | - | - | - |
| 2018 | 2 | 2,946 | $62,217,665 | $8,822,290 | $2,995iApproximate average salary by contribution assumption: employee only about $74,867 at 4% or $49,911 at 6%; with 50% employer match about $49,911 at 4% or $33,274 at 6%; with 100% employer match about $37,433 at 4% or $24,956 at 6%. |
| H. S. Stevenson & Sons LLC | - | 2,946 | $62,217,665 | $8,822,290 | $2,995iApproximate average salary by contribution assumption: employee only about $74,867 at 4% or $49,911 at 6%; with 50% employer match about $49,911 at 4% or $33,274 at 6%; with 100% employer match about $37,433 at 4% or $24,956 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 1,843 | - | - | - |
| 2017 | 2 | 2,407 | $63,273,525 | $7,613,550 | $3,163iApproximate average salary by contribution assumption: employee only about $79,077 at 4% or $52,718 at 6%; with 50% employer match about $52,718 at 4% or $35,145 at 6%; with 100% employer match about $39,539 at 4% or $26,359 at 6%. |
| H. S. Stevenson & Sons LLC | - | 2,407 | $63,273,525 | $7,613,550 | $3,163iApproximate average salary by contribution assumption: employee only about $79,077 at 4% or $52,718 at 6%; with 50% employer match about $52,718 at 4% or $35,145 at 6%; with 100% employer match about $39,539 at 4% or $26,359 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,230 | - | - | - |
| 2016 | 2 | 2,149 | $52,419,103 | $6,649,336 | $3,094iApproximate average salary by contribution assumption: employee only about $77,354 at 4% or $51,569 at 6%; with 50% employer match about $51,569 at 4% or $34,379 at 6%; with 100% employer match about $38,677 at 4% or $25,785 at 6%. |
| H. S. Stevenson & Sons LLC | - | 2,149 | $52,419,103 | $6,649,336 | $3,094iApproximate average salary by contribution assumption: employee only about $77,354 at 4% or $51,569 at 6%; with 50% employer match about $51,569 at 4% or $34,379 at 6%; with 100% employer match about $38,677 at 4% or $25,785 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,080 | - | - | - |
| 2015 | 2 | 2,166 | $49,113,794 | $8,776,250 | $4,052iApproximate average salary by contribution assumption: employee only about $101,296 at 4% or $67,530 at 6%; with 50% employer match about $67,530 at 4% or $45,020 at 6%; with 100% employer match about $50,648 at 4% or $33,765 at 6%. |
| H. S. Stevenson & Sons LLC | - | 2,166 | $49,113,794 | $8,776,250 | $4,052iApproximate average salary by contribution assumption: employee only about $101,296 at 4% or $67,530 at 6%; with 50% employer match about $67,530 at 4% or $45,020 at 6%; with 100% employer match about $50,648 at 4% or $33,765 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 1,942 | - | - | - |
| 2014 | 2 | 1,939 | $44,001,799 | $5,193,437 | $2,678iApproximate average salary by contribution assumption: employee only about $66,960 at 4% or $44,640 at 6%; with 50% employer match about $44,640 at 4% or $29,760 at 6%; with 100% employer match about $33,480 at 4% or $22,320 at 6%. |
| H. S. Stevenson & Sons LLC | - | 1,939 | $44,001,799 | $5,193,437 | $2,678iApproximate average salary by contribution assumption: employee only about $66,960 at 4% or $44,640 at 6%; with 50% employer match about $44,640 at 4% or $29,760 at 6%; with 100% employer match about $33,480 at 4% or $22,320 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 1,843 | - | - | - |
| 2013 | 1 | 2,280 | $39,702,160 | $1,855,114 | $814iApproximate average salary by contribution assumption: employee only about $20,341 at 4% or $13,561 at 6%; with 50% employer match about $13,561 at 4% or $9,041 at 6%; with 100% employer match about $10,171 at 4% or $6,780 at 6%. |
| H. S. Stevenson & Sons LLC | - | 2,280 | $39,702,160 | $1,855,114 | $814iApproximate average salary by contribution assumption: employee only about $20,341 at 4% or $13,561 at 6%; with 50% employer match about $13,561 at 4% or $9,041 at 6%; with 100% employer match about $10,171 at 4% or $6,780 at 6%. |
| 2009 | 1 | 0 | $0 | $72,498 | - |
| H. S. Stevenson & Sons LLC | - | 0 | - | $72,498 | - |
| 2008 | 1 | 23 | $2,530,844 | $0 | - |
| H. S. Stevenson & Sons LLC | - | 23 | $2,530,844 | - | - |
| 2007 | 1 | 36 | $2,836,349 | $0 | - |
| H. S. Stevenson & Sons LLC | - | 36 | $2,836,349 | - | - |
| 2006 | 1 | 50 | $3,078,769 | $58,183 | $1,164iApproximate average salary by contribution assumption: employee only about $29,092 at 4% or $19,394 at 6%; with 50% employer match about $19,394 at 4% or $12,930 at 6%; with 100% employer match about $14,546 at 4% or $9,697 at 6%. |
| H. S. Stevenson & Sons LLC | - | 50 | $3,078,769 | $58,183 | $1,164iApproximate average salary by contribution assumption: employee only about $29,092 at 4% or $19,394 at 6%; with 50% employer match about $19,394 at 4% or $12,930 at 6%; with 100% employer match about $14,546 at 4% or $9,697 at 6%. |
| 2005 | 1 | 0 | $0 | $5,572,900 | - |
| Service Experts 401K Plan | - | 0 | - | $5,572,900 | - |
| 2004 | 1 | 2,848 | $64,326,428 | $7,309,987 | $2,567iApproximate average salary by contribution assumption: employee only about $64,168 at 4% or $42,778 at 6%; with 50% employer match about $42,778 at 4% or $28,519 at 6%; with 100% employer match about $32,084 at 4% or $21,389 at 6%. |
| Service Experts 401K Plan | - | 2,848 | $64,326,428 | $7,309,987 | $2,567iApproximate average salary by contribution assumption: employee only about $64,168 at 4% or $42,778 at 6%; with 50% employer match about $42,778 at 4% or $28,519 at 6%; with 100% employer match about $32,084 at 4% or $21,389 at 6%. |
| 2003 | 3 | 4,817 | $130,974,680 | $16,099,752 | $3,342iApproximate average salary by contribution assumption: employee only about $83,557 at 4% or $55,705 at 6%; with 50% employer match about $55,705 at 4% or $37,136 at 6%; with 100% employer match about $41,778 at 4% or $27,852 at 6%. |
| Service Experts 401K Plan | - | 3,818 | $65,782,314 | $8,197,363 | $2,147iApproximate average salary by contribution assumption: employee only about $53,676 at 4% or $35,784 at 6%; with 50% employer match about $35,784 at 4% or $23,856 at 6%; with 100% employer match about $26,838 at 4% or $17,892 at 6%. |
| Service Experts 401K Plan | - | 3,818 | $65,192,366 | $7,902,389 | $2,070iApproximate average salary by contribution assumption: employee only about $51,744 at 4% or $34,496 at 6%; with 50% employer match about $34,496 at 4% or $22,997 at 6%; with 100% employer match about $25,872 at 4% or $17,248 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 4,817 | - | - | - |
| 2002 | 2 | 4,494 | $53,614,202 | $9,307,131 | $2,071iApproximate average salary by contribution assumption: employee only about $51,775 at 4% or $34,517 at 6%; with 50% employer match about $34,517 at 4% or $23,011 at 6%; with 100% employer match about $25,888 at 4% or $17,258 at 6%. |
| Service Experts 401K Plan | - | 4,494 | $53,614,202 | $9,307,131 | $2,071iApproximate average salary by contribution assumption: employee only about $51,775 at 4% or $34,517 at 6%; with 50% employer match about $34,517 at 4% or $23,011 at 6%; with 100% employer match about $25,888 at 4% or $17,258 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,668 | - | - | - |
| 2001 | 2 | 5,682 | $56,479,276 | $11,602,372 | $2,042iApproximate average salary by contribution assumption: employee only about $51,049 at 4% or $34,033 at 6%; with 50% employer match about $34,033 at 4% or $22,688 at 6%; with 100% employer match about $25,524 at 4% or $17,016 at 6%. |
| Service Experts 401K Plan | - | 5,682 | $56,479,276 | $11,602,372 | $2,042iApproximate average salary by contribution assumption: employee only about $51,049 at 4% or $34,033 at 6%; with 50% employer match about $34,033 at 4% or $22,688 at 6%; with 100% employer match about $25,524 at 4% or $17,016 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,431 | - | - | - |
| 2000 | 2 | 4,048 | $35,603,815 | $8,202,884 | $2,026iApproximate average salary by contribution assumption: employee only about $50,660 at 4% or $33,773 at 6%; with 50% employer match about $33,773 at 4% or $22,516 at 6%; with 100% employer match about $25,330 at 4% or $16,887 at 6%. |
| Service Experts 401K Plan | - | 4,048 | $35,603,815 | $8,202,884 | $2,026iApproximate average salary by contribution assumption: employee only about $50,660 at 4% or $33,773 at 6%; with 50% employer match about $33,773 at 4% or $22,516 at 6%; with 100% employer match about $25,330 at 4% or $16,887 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,094 | - | - | - |
| 1999 | 2 | 4,218 | $32,902,019 | $8,101,384 | $1,921iApproximate average salary by contribution assumption: employee only about $48,017 at 4% or $32,011 at 6%; with 50% employer match about $32,011 at 4% or $21,341 at 6%; with 100% employer match about $24,008 at 4% or $16,006 at 6%. |
| Service Experts 401K Plan | - | 4,218 | $32,902,019 | $8,101,384 | $1,921iApproximate average salary by contribution assumption: employee only about $48,017 at 4% or $32,011 at 6%; with 50% employer match about $32,011 at 4% or $21,341 at 6%; with 100% employer match about $24,008 at 4% or $16,006 at 6%. |
| Service Experts Inc. Cafeteria Plan | - | 2,649 | - | - | - |