2023 Form 5500 filing — Src, Inc. 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711124959NAL0018393441001) for Src, Inc. 403(B) Retirement Plan, reported by Src, Inc. under EIN 15-0589832 and plan number 003. It reports 2,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711124959NAL0018393441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Src, Inc.
- EIN
- 15-0589832
- Plan number
- 003
- Location
- North Syracuse, NY
- Participants
- 2,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $311,679,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $311,679,534
- Participant contributions
- $15,543,211
- Total income / additions
- $58,546,802
- Benefits paid
- $19,768,860
- Administrative expenses
- $172,308
- Total expenses
- $19,945,450
- Net increase / (decrease)
- $38,601,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $131,092 | $0 |
| Capfinancial Partners LLC | NONE | $26,321 | not reported in the loaded dataset |
| Fustcharles Llp | NONE | $14,895 | not reported in the loaded dataset |