Servicesource, Inc. 401(A) Retirement Plan — Form 5500 plan (Servicesource, 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, Servicesource, Inc. 401(A) Retirement Plan is a benefit plan reported by Servicesource, Inc. under EIN 54-0901256 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,551 participants and $22,384,089 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Servicesource, Inc.
EIN
54-0901256
Plan number
002
Plan type
2
Location
Oakton, VA
Latest filing year
2023
Participants
1,551
End-of-year plan assets
$22,384,089

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,551H, C20241001165201NAL0003468115003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,384,089
Net assets (EOY)
$22,384,089
Net assets (BOY)
$19,898,704

Income & contributions

Employer contributions
$1,116,696
Total contributions
$1,116,696
Total income / additions
$4,182,859

Expenses & distributions

Benefits paid
$1,658,663
Administrative expenses
$38,811
Total expenses
$1,697,474
Net increase / (decrease)
$2,485,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$42,312$02023

Related Form 5500 pages