Servicesource, Inc. 403(B) Tax Deferred Thrift Retirement Plan — Form 5500 plan (Servicesource, 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, Servicesource, Inc. 403(B) Tax Deferred Thrift Retirement Plan is a benefit plan reported by Servicesource, Inc. under EIN 54-0901256 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,286 participants and $108,070,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Servicesource, Inc.
EIN
54-0901256
Plan number
001
Plan type
2
Location
Oakton, VA
Latest filing year
2023
Participants
4,286
End-of-year plan assets
$108,070,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,286H, C20241001165201NAL0003468115002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,070,203
Net assets (EOY)
$108,070,203
Net assets (BOY)
$91,554,774

Income & contributions

Employer contributions
$4,148,235
Participant contributions
$5,879,837
Total contributions
$10,465,950
Total income / additions
$25,842,203

Expenses & distributions

Benefits paid
$9,155,831
Administrative expenses
$170,943
Total expenses
$9,326,774
Net increase / (decrease)
$16,515,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$195,229$02023

Related Form 5500 pages