Connectivity Source 401(K) Plan — Form 5500 plan (Connectivity Source, LLC)

Plain-English plan 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, Connectivity Source 401(K) Plan is a benefit plan reported by Connectivity Source, LLC under EIN 27-0499788 and plan number 002. The latest loaded filing year is 2023. The filing reports 890 participants and $4,096,543 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,096,543
Participants890Covered participants reported
Assets / participant$4.6KComputed: assets ÷ participants$4,603 (computed)
Provider compensationNone reported
Plan sponsor
Connectivity Source, LLC
EIN
27-0499788
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023890H20241014085217NAL0014665059001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expenses$553.8K
Benefits paid / distributions$511.5K
Contributions
Employer$534.8K
Participant$677.4K
Full reported line items

Net assets

Total assets (EOY)
$4,096,543
Net assets (EOY)
$4,096,543
Net assets (BOY)
$1,540,558

Income & contributions

Employer contributions
$534,795
Participant contributions
$677,388
Total contributions
$1,286,134
Total income / additions
$1,752,993

Expenses & distributions

Benefits paid
$511,494
Administrative expenses
$42,295
Total expenses
$553,789
Net increase / (decrease)
$1,199,204
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages