Source North America Corporation 401(K) Plan — Form 5500 plan (Source North America Corporation)
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, Source North America Corporation 401(K) Plan is a benefit plan reported by Source North America Corporation under EIN 36-3987118 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $19,077,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Source North America Corporation
- EIN
- 36-3987118
- Plan number
- 001
- Plan type
- 2
- Location
- Addison, IL
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $19,077,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241007095503NAL0015903969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,077,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,077,704
- Net assets (BOY)
- $16,336,528
Income & contributions
- Employer contributions
- $723,705
- Participant contributions
- $1,054,525
- Total contributions
- $1,778,230
- Total income / additions
- $4,620,400
Expenses & distributions
- Benefits paid
- $1,836,019
- Administrative expenses
- $7,701
- Total expenses
- $1,879,224
- Net increase / (decrease)
- $2,741,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,445 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,256 | $0 | 2023 |