2023 Form 5500 filing — Sourcehov Tax, LLC 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 20240723140645NAL0011894881001) for Sourcehov Tax, LLC 401(K) Plan, reported by Sourcehov Tax, LLC under EIN 75-2010265 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,185,071
Participants211
Provider compensation$7.2K2 Schedule C row(s)$7,191
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723140645NAL0011894881001
Plan sponsor
Sourcehov Tax, LLC
EIN
75-2010265
Plan number
001
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$27K
Money in vs. money out
Total income / additions$3.6M
Total expenses$358.8K
Benefits paid / distributions$295.3K
Contributions
EmployerNot reported
Participant$1.8M
Full reported line items
Total assets (EOY)
$10,212,078
Total liabilities (EOY)
$27,007
Net assets (EOY)
$10,185,071
Participant contributions
$1,786,178
Total income / additions
$3,598,823
Benefits paid
$295,304
Administrative expenses
$36,463
Total expenses
$358,774
Net increase / (decrease)
$3,240,049
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TPA · Direct $0 · Indirect $7.2K
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723140645NAL0011894881001 cover?
It is the 2023 Form 5500 filing for Sourcehov Tax, LLC 401(K) Plan, reported by Sourcehov Tax, LLC (EIN 75-2010265).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages