2023 Form 5500 filing — Src Ventures, Inc. 401k 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 20240726095610NAL0032581330001) for Src Ventures, Inc. 401k Retirement Plan, reported by Src Ventures, Inc. under EIN 80-0946320 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726095610NAL0032581330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Src Ventures, Inc.
- EIN
- 80-0946320
- Plan number
- 001
- Location
- North Syracuse, NY
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,989,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,989,529
- Employer contributions
- $1,958,421
- Participant contributions
- $2,353,855
- Total income / additions
- $13,363,719
- Benefits paid
- $3,712,243
- Administrative expenses
- $47,501
- Total expenses
- $3,761,157
- Net increase / (decrease)
- $9,602,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $36,030 | $0 |
| Fustcharles Llp | NONE | $7,200 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $4,271 | not reported in the loaded dataset |