Firstsource 401(K) Retirement Plan — Form 5500 plan (Firstsource Group U.S.A., Inc.)

Plain-English plan 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, Firstsource 401(K) Retirement Plan is a benefit plan reported by Firstsource Group U.S.A., Inc. under EIN 27-1422188 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,767 participants and $68,389,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Firstsource Group U.S.A., Inc.
EIN
27-1422188
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
4,767
End-of-year plan assets
$68,389,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,767H, C20241015082052NAL0029002849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,389,150
Total liabilities (EOY)
$0
Net assets (EOY)
$68,389,150
Net assets (BOY)
$58,853,728

Income & contributions

Employer contributions
$1,283,101
Participant contributions
$8,198,231
Total contributions
$9,726,490
Total income / additions
$19,401,066

Expenses & distributions

Benefits paid
$9,496,920
Administrative expenses
$352,442
Total expenses
$9,865,644
Net increase / (decrease)
$9,535,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$261,488$02023
Global Retirement Parnters LLCNONE$48,641not reported in the loaded dataset2023

Related Form 5500 pages