Exela 401(K) Plan — Form 5500 plan (Sourcehov, 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, Exela 401(K) Plan is a benefit plan reported by Sourcehov, LLC under EIN 26-2270219 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,833 participants and $332,677,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sourcehov, LLC
EIN
26-2270219
Plan number
001
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
9,833
End-of-year plan assets
$332,677,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,833H, C20240826085057NAL0019142002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$332,677,445
Total liabilities (EOY)
$0
Net assets (EOY)
$332,677,445
Net assets (BOY)
$321,285,424

Income & contributions

Participant contributions
$15,516,504
Total contributions
$16,086,193
Total income / additions
$63,494,240

Expenses & distributions

Benefits paid
$51,495,069
Administrative expenses
$592,553
Total expenses
$52,102,219
Net increase / (decrease)
$11,392,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$515,050$02023
Ubs Financial ServiceINV ADV, PARTICIPANTS$61,168not reported in the loaded dataset2023
Sutton Frost Cary, LlpACCOUNTANT$16,021not reported in the loaded dataset2023

Related Form 5500 pages