2023 Form 5500 filing — Firstsource 401(K) Retirement 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 20241015082052NAL0029002849001) for Firstsource 401(K) Retirement Plan, reported by Firstsource Group U.S.A., Inc. under EIN 27-1422188 and plan number 001. It reports 4,767 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082052NAL0029002849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firstsource Group U.S.A., Inc.
- EIN
- 27-1422188
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 4,767
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,389,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,389,150
- Employer contributions
- $1,283,101
- Participant contributions
- $8,198,231
- Total income / additions
- $19,401,066
- Benefits paid
- $9,496,920
- Administrative expenses
- $352,442
- Total expenses
- $9,865,644
- Net increase / (decrease)
- $9,535,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $261,488 | $0 |
| Global Retirement Parnters LLC | NONE | $48,641 | not reported in the loaded dataset |