Sovrn Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sovrn Holdings, Inc. (EIN 46-4307559) is a plan sponsor located in Boulder, CO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-4307559
Location
Boulder, CO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,723,374
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,723,374

Contributions & income

Employer contributions
$708,237
Participant contributions
$2,059,407
Total income / additions
$4,921,213

Expenses & distributions

Benefits paid / distributions
$1,278,899
Total expenses
$1,343,898
Net increase / (decrease)
$3,577,315

Coverage

Total reported participants
491
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sovrn Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sovrn 401(K) Plan001311$13,723,3742023
Sovrn Holdings, Inc. Group Benefit Plan501180not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sovrn Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Sovrn Holdings, Inc. Group Benefit Plan18020240410162842NAL0043017250001
2023Sovrn 401(K) Plan311H, C20241011045348NAL0042574306001

Related Form 5500 pages