2023 Form 5500 filing — Exlservice 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930132032NAL0005573569001) for Exlservice 401(K) Plan, reported by Exlservice Holdings, Inc. under EIN 94-3326476 and plan number 001. It reports 2,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930132032NAL0005573569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exlservice Holdings, Inc.
- EIN
- 94-3326476
- Plan number
- 001
- Location
- Jersey City, NJ
- Participants
- 2,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,623,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,623,830
- Employer contributions
- $5,314,619
- Participant contributions
- $16,955,239
- Total income / additions
- $53,348,560
- Benefits paid
- $15,566,568
- Administrative expenses
- -$189,577
- Total expenses
- $15,387,570
- Net increase / (decrease)
- $37,960,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank, Na | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $15,300 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$228,432 | $0 |