Sourcepoint Matched Savings Plan — Form 5500 plan (Sourcepoint)
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, Sourcepoint Matched Savings Plan is a benefit plan reported by Sourcepoint under EIN 31-1354284 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $6,097,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sourcepoint
- EIN
- 31-1354284
- Plan number
- 001
- Plan type
- 2
- Location
- Delaware, OH
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $6,097,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241014144453NAL0015130611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,097,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,097,519
- Net assets (BOY)
- $4,904,325
Income & contributions
- Employer contributions
- $285,171
- Participant contributions
- $354,609
- Total contributions
- $658,781
- Total income / additions
- $1,486,102
Expenses & distributions
- Benefits paid
- $266,655
- Administrative expenses
- $26,253
- Total expenses
- $292,908
- Net increase / (decrease)
- $1,193,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,902 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $10,770 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |