Sovos Brands 401(K) Plan — Form 5500 plan (Sovos Brands Intermediate, 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, Sovos Brands 401(K) Plan is a benefit plan reported by Sovos Brands Intermediate, Inc. under EIN 81-4813947 and plan number 001. The latest loaded filing year is 2023. The filing reports 864 participants and $28,644,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sovos Brands Intermediate, Inc.
EIN
81-4813947
Plan number
001
Plan type
2
Location
Louisville, CO
Latest filing year
2023
Participants
864
End-of-year plan assets
$28,644,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023864H, C20240912084049NAL0004283107002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,644,491
Net assets (EOY)
$28,644,491
Net assets (BOY)
$21,363,593

Income & contributions

Employer contributions
$1,981,168
Participant contributions
$3,539,650
Total contributions
$5,686,546
Total income / additions
$9,774,255

Expenses & distributions

Benefits paid
$2,481,387
Administrative expenses
$11,970
Total expenses
$2,493,357
Net increase / (decrease)
$7,280,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$11,970not reported in the loaded dataset2023
Charles Schwab & Co.,Inc.NONE$0$02023

Related Form 5500 pages