Sovrn 401(K) Plan — Form 5500 plan (Sovrn Holdings, 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, Sovrn 401(K) Plan is a benefit plan reported by Sovrn Holdings, Inc. under EIN 46-4307559 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $13,723,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sovrn Holdings, Inc.
- EIN
- 46-4307559
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $13,723,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241011045348NAL0042574306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,723,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,723,374
- Net assets (BOY)
- $10,146,059
Income & contributions
- Employer contributions
- $708,237
- Participant contributions
- $2,059,407
- Total contributions
- $2,881,015
- Total income / additions
- $4,921,213
Expenses & distributions
- Benefits paid
- $1,278,899
- Administrative expenses
- $64,999
- Total expenses
- $1,343,898
- Net increase / (decrease)
- $3,577,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aveo Capital Partners, LLC | SERVICE PROVIDER | $0 | $30,212 | 2023 |
| Ascensus | THIRD PARTY ADMINISTRATO | $0 | $9,258 | 2023 |
| Expand Financial | SERVICE PROVIDER | $8,460 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sovrn Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Boulder, CO
- Aveo Capital Partners, LLC — Schedule C compensation
- Ascensus — Schedule C compensation
- Expand Financial — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation