Source Management, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023. Assets moved to the TSRC, INC. SAVINGS & INVESTMENT PLAN (sponsored by TSRC, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Source Management, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
Source Management, Inc. 401(k) Plan Facts (plan year 2023)
Source: Form 5500-SF for plan year 2023 (Jan 1, 2023 – Feb 28, 2023), filed Jul 25, 2023. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $14,690 went into the plan in contributions, $2,837 of it from the employer (19%).
- $34,892 was paid out to participants.
- Investment and other income added $146,462.
How the Source Management, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 141 | $5.80 million | $135,476 | $244,161 |
| 2019 | 124 | $5.62 million | $64,088 | $1.83 million |
| 2020 | 115 | $6.18 million | $81,569 | $657,106 |
| 2021 | 101 | $7.40 million | $76,958 | $112,626 |
| 2022 | 106 | $6.31 million | $100,005 | $470,900 |
| 2023 (final) | 96 | $0 | $2,837 | $34,892 |
Source Management, Inc. 401(k) Contact Information
Questions about the Source Management, Inc. 401(k)
Is the Source Management, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the TSRC, INC. SAVINGS & INVESTMENT PLAN.
Does Source Management, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $2,837, 19% of all contributions.
Does the Source Management, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Source Management, Inc 401(k) plan?
96 participants at the start of plan year 2023.
Who manages the Source Management, Inc 401(k) accounts?
The Standard is the plan's recordkeeper, which is where participants log in to see their balance.