Source Group 401(K) Plan — Form 5500 plan (Source Energy Services Us Lp)
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, Source Group 401(K) Plan is a benefit plan reported by Source Energy Services Us Lp under EIN 35-2487607 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $5,857,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Source Energy Services Us Lp
- EIN
- 35-2487607
- Plan number
- 001
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $5,857,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241014085003NAL0045366880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,857,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,857,942
- Net assets (BOY)
- $4,289,383
Income & contributions
- Employer contributions
- $429,359
- Participant contributions
- $654,469
- Total contributions
- $1,124,148
- Total income / additions
- $1,984,766
Expenses & distributions
- Benefits paid
- $374,108
- Administrative expenses
- $42,099
- Total expenses
- $416,207
- Net increase / (decrease)
- $1,568,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services | INVESTMENT ADVISOR | $17,161 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage, Inc. | CONTRACT ADMIN | $7,697 | $2,281 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,016 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Source Energy Services Us Lp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Gallagher Benefit Services — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation