Source Code Holdings LLC 401(K) Plan — Form 5500 plan (Source Code Holdings LLC)
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, Source Code Holdings LLC 401(K) Plan is a benefit plan reported by Source Code Holdings LLC under EIN 82-4981760 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $27,185,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Source Code Holdings LLC
- EIN
- 82-4981760
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $27,185,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241008151251NAL0009822131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,185,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,185,573
- Net assets (BOY)
- $21,608,629
Income & contributions
- Employer contributions
- $847,085
- Participant contributions
- $2,058,262
- Total contributions
- $3,646,120
- Total income / additions
- $7,354,868
Expenses & distributions
- Benefits paid
- $1,700,603
- Administrative expenses
- $15,690
- Total expenses
- $1,777,924
- Net increase / (decrease)
- $5,576,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | OTHER SERVICES | $0 | $58,042 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMINISTRATOR | $8,954 | $11,764 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,762 | $0 | 2023 |
| Wilshire Associates LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Source Code Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Morgan Stanley — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Associates LLC — Schedule C compensation