Plan5500

Src Ventures, Inc. 401k Retirement Plan — Form 5500 plan (Src Ventures, Inc.)

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, Src Ventures, Inc. 401k Retirement Plan is a benefit plan reported by Src Ventures, Inc. under EIN 80-0946320 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $63,989,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Src Ventures, Inc.
EIN
80-0946320
Plan number
001
Plan type
2
Location
North Syracuse, NY
Latest filing year
2023
Participants
454
End-of-year plan assets
$63,989,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H, C20240726095610NAL0032581330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,989,529
Total liabilities (EOY)
$0
Net assets (EOY)
$63,989,529
Net assets (BOY)
$54,386,967

Income & contributions

Employer contributions
$1,958,421
Participant contributions
$2,353,855
Total contributions
$4,895,679
Total income / additions
$13,363,719

Expenses & distributions

Benefits paid
$3,712,243
Administrative expenses
$47,501
Total expenses
$3,761,157
Net increase / (decrease)
$9,602,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$36,030$02023
Fustcharles LlpNONE$7,200not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$4,271not reported in the loaded dataset2023

Related Form 5500 pages