Sutherland Global Services, Inc. 401(K) Plan — Form 5500 plan (Sutherland Global Services, 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, Sutherland Global Services, Inc. 401(K) Plan is a benefit plan reported by Sutherland Global Services, Inc. under EIN 16-1287080 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,542 participants and $87,612,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutherland Global Services, Inc.
- EIN
- 16-1287080
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsford, NY
- Latest filing year
- 2023
- Participants
- 5,542
- End-of-year plan assets
- $87,612,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,542 | H, C | 20241013103729NAL0014008227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,612,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,612,390
- Net assets (BOY)
- $73,473,974
Income & contributions
- Employer contributions
- $12,796
- Participant contributions
- $10,415,935
- Total contributions
- $11,438,143
- Total income / additions
- $24,483,219
Expenses & distributions
- Benefits paid
- $9,474,571
- Administrative expenses
- $407,347
- Total expenses
- $10,344,803
- Net increase / (decrease)
- $14,138,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $319,046 | $0 | 2023 |
| Resources Investment Advisors, Inc. | CONSULTANT | $69,051 | $0 | 2023 |
| Insero & Company Cpas, Llp | ACCOUNTANT | $18,200 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sutherland Global Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pittsford, NY
- Adp, Inc. — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Insero & Company Cpas, Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation