Plan5500

The Sourcing Group — 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, The Sourcing Group (EIN 80-0101793) is a plan sponsor located in Aliso Viejo, CA with 1 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
80-0101793
Location
Aliso Viejo, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Sourcing Group

  • 2 loaded plans hold $7.5M in reported assets.
  • The largest, The Sourcing Group Profit Sharing 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 427 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,509,970
Total reported assets$7.5M$7,509,970
Total reported participants427
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$1M
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Sourcing Group Profit Sharing 401(K) Plan And Trust
Participants per plan214Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Sourcing Group Profit Sharing 401(K) Plan And Trust$7.5M
    Plan #001 · 230 participants · 2023
  2. 2
    The Sourcing Group, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 197 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Sourcing Group. Open one for its full reported snapshot.

  1. 2023
    The Sourcing Group, LLC Health And Welfare Plan197 participants · 2No schedules
    View filing →
  2. 2023
    The Sourcing Group Profit Sharing 401(K) Plan And Trust230 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Sourcing Group report on Form 5500?
The Sourcing Group (EIN 80-0101793) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Sourcing Group?
The Employer Identification Number (EIN) reported for The Sourcing Group is 80-0101793.
What is the latest Form 5500 filing year for The Sourcing Group?
The latest loaded Form 5500 filing year for The Sourcing Group is 2023.

Related Form 5500 pages