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, First Source Employee Management Retirement Plan is a benefit plan reported by First Source Employee Management under EIN 27-2037178 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,598 participants and $64,433,622 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,433,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,433,622
- Net assets (BOY)
- $55,145,486
Income & contributions
- Employer contributions
- $1,258,382
- Participant contributions
- $5,922,232
- Total contributions
- $7,516,788
- Total income / additions
- $15,554,885
Expenses & distributions
- Benefits paid
- $6,085,879
- Administrative expenses
- $97,636
- Total expenses
- $6,266,749
- Net increase / (decrease)
- $9,288,136