Plan5500

Src, Inc. Qualified 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. Qualified Retirement Plan is a benefit plan reported by Src, Inc. under EIN 15-0589832 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,374 participants and $256,717,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Src, Inc.
EIN
15-0589832
Plan number
004
Plan type
2
Location
North Syracuse, NY
Latest filing year
2023
Participants
2,374
End-of-year plan assets
$256,717,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,374H, C20240711124750NAL0016177809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$256,717,198
Total liabilities (EOY)
$0
Net assets (EOY)
$256,717,198
Net assets (BOY)
$220,348,199

Income & contributions

Employer contributions
$13,097,477
Total contributions
$13,242,552
Total income / additions
$48,730,478

Expenses & distributions

Benefits paid
$12,213,176
Administrative expenses
$148,303
Total expenses
$12,361,479
Net increase / (decrease)
$36,368,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$111,906$02023
Capfinancial Partners, LLCNONE$21,418not reported in the loaded dataset2023
Fustcharles LlpNONE$14,980not reported in the loaded dataset2023

Related Form 5500 pages