Plan5500

Src, Inc. 403(B) Retirement Plan — Form 5500 plan (Src, 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, Inc. 403(B) Retirement Plan is a benefit plan reported by Src, Inc. under EIN 15-0589832 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,387 participants and $311,679,534 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Src, Inc.
EIN
15-0589832
Plan number
003
Plan type
2
Location
North Syracuse, NY
Latest filing year
2023
Participants
2,387
End-of-year plan assets
$311,679,534

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,387H, C20240711124959NAL0018393441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$311,679,534
Total liabilities (EOY)
$0
Net assets (EOY)
$311,679,534
Net assets (BOY)
$273,078,182

Income & contributions

Participant contributions
$15,543,211
Total contributions
$17,474,713
Total income / additions
$58,546,802

Expenses & distributions

Benefits paid
$19,768,860
Administrative expenses
$172,308
Total expenses
$19,945,450
Net increase / (decrease)
$38,601,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$131,092$02023
Capfinancial Partners LLCNONE$26,321not reported in the loaded dataset2023
Fustcharles LlpNONE$14,895not reported in the loaded dataset2023

Related Form 5500 pages