First Source Employee Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, First Source Employee Management (EIN 27-2037178) is a plan sponsor located in North Olmsted, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2037178
Location
North Olmsted, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$64,433,622
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$64,433,622

Contributions & income

Employer contributions
$1,258,382
Participant contributions
$5,922,232
Total income / additions
$15,554,885

Expenses & distributions

Benefits paid / distributions
$6,085,879
Total expenses
$6,266,749
Net increase / (decrease)
$9,288,136

Coverage

Total reported participants
21,819
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First Source Employee Management plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Source Employee Management Retirement Plan0017,598$64,433,6222023
First Source Welfare Benefit Plan50114,221not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Source Employee Management
YearPlanParticipantsSchedulesFiling
2023First Source Welfare Benefit Plan14,22120240919114347NAL0010403744001
2023First Source Employee Management Retirement Plan7,598H, C20241014145219NAL0015143107001

Related Form 5500 pages