2023 Form 5500 filing — Source Group 401(K) 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 20241014085003NAL0045366880001) for Source Group 401(K) Plan, reported by Source Energy Services Us Lp under EIN 35-2487607 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085003NAL0045366880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Source Energy Services Us Lp
- EIN
- 35-2487607
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,857,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,857,942
- Employer contributions
- $429,359
- Participant contributions
- $654,469
- Total income / additions
- $1,984,766
- Benefits paid
- $374,108
- Administrative expenses
- $42,099
- Total expenses
- $416,207
- Net increase / (decrease)
- $1,568,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | INVESTMENT ADVISOR | $17,161 | not reported in the loaded dataset |
| The Retirement Advantage, Inc. | CONTRACT ADMIN | $7,697 | $2,281 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,016 | $0 |