Sourceone Cvo LLC
Plan context: Sourceone Cvo LLC Safe Harbor 401(K) Plan
EIN 20-2992793 • St Charles, MO • 18 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$471,704
2025 Contributions
$57,520
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $471,704 | $57,520 | $7,190iApproximate average salary by contribution assumption: employee only about $179,750 at 4% or $119,833 at 6%; with 50% employer match about $119,833 at 4% or $79,889 at 6%; with 100% employer match about $89,875 at 4% or $59,917 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $471,704 | $57,520 | $7,190iApproximate average salary by contribution assumption: employee only about $179,750 at 4% or $119,833 at 6%; with 50% employer match about $119,833 at 4% or $79,889 at 6%; with 100% employer match about $89,875 at 4% or $59,917 at 6%. |
| 2024 | 1 | 8 | $1,648,331 | $83,595 | $10,449iApproximate average salary by contribution assumption: employee only about $261,234 at 4% or $174,156 at 6%; with 50% employer match about $174,156 at 4% or $116,104 at 6%; with 100% employer match about $130,617 at 4% or $87,078 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $1,648,331 | $83,595 | $10,449iApproximate average salary by contribution assumption: employee only about $261,234 at 4% or $174,156 at 6%; with 50% employer match about $174,156 at 4% or $116,104 at 6%; with 100% employer match about $130,617 at 4% or $87,078 at 6%. |
| 2023 | 1 | 6 | $1,414,688 | $76,119 | $12,687iApproximate average salary by contribution assumption: employee only about $317,163 at 4% or $211,442 at 6%; with 50% employer match about $211,442 at 4% or $140,961 at 6%; with 100% employer match about $158,581 at 4% or $105,721 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 6 | $1,414,688 | $76,119 | $12,687iApproximate average salary by contribution assumption: employee only about $317,163 at 4% or $211,442 at 6%; with 50% employer match about $211,442 at 4% or $140,961 at 6%; with 100% employer match about $158,581 at 4% or $105,721 at 6%. |
| 2022 | 1 | 8 | $1,197,099 | $64,351 | $8,044iApproximate average salary by contribution assumption: employee only about $201,097 at 4% or $134,065 at 6%; with 50% employer match about $134,065 at 4% or $89,376 at 6%; with 100% employer match about $100,548 at 4% or $67,032 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $1,197,099 | $64,351 | $8,044iApproximate average salary by contribution assumption: employee only about $201,097 at 4% or $134,065 at 6%; with 50% employer match about $134,065 at 4% or $89,376 at 6%; with 100% employer match about $100,548 at 4% or $67,032 at 6%. |
| 2021 | 1 | 8 | $1,479,095 | $61,231 | $7,654iApproximate average salary by contribution assumption: employee only about $191,347 at 4% or $127,565 at 6%; with 50% employer match about $127,565 at 4% or $85,043 at 6%; with 100% employer match about $95,673 at 4% or $63,782 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $1,479,095 | $61,231 | $7,654iApproximate average salary by contribution assumption: employee only about $191,347 at 4% or $127,565 at 6%; with 50% employer match about $127,565 at 4% or $85,043 at 6%; with 100% employer match about $95,673 at 4% or $63,782 at 6%. |
| 2020 | 1 | 8 | $1,298,409 | $71,640 | $8,955iApproximate average salary by contribution assumption: employee only about $223,875 at 4% or $149,250 at 6%; with 50% employer match about $149,250 at 4% or $99,500 at 6%; with 100% employer match about $111,938 at 4% or $74,625 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $1,298,409 | $71,640 | $8,955iApproximate average salary by contribution assumption: employee only about $223,875 at 4% or $149,250 at 6%; with 50% employer match about $149,250 at 4% or $99,500 at 6%; with 100% employer match about $111,938 at 4% or $74,625 at 6%. |
| 2019 | 1 | 7 | $1,124,022 | $72,494 | $10,356iApproximate average salary by contribution assumption: employee only about $258,907 at 4% or $172,605 at 6%; with 50% employer match about $172,605 at 4% or $115,070 at 6%; with 100% employer match about $129,454 at 4% or $86,302 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 7 | $1,124,022 | $72,494 | $10,356iApproximate average salary by contribution assumption: employee only about $258,907 at 4% or $172,605 at 6%; with 50% employer match about $172,605 at 4% or $115,070 at 6%; with 100% employer match about $129,454 at 4% or $86,302 at 6%. |
| 2018 | 1 | 8 | $896,575 | $68,830 | $8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,597 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $896,575 | $68,830 | $8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,597 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%. |
| 2017 | 1 | 8 | $893,669 | $71,060 | $8,883iApproximate average salary by contribution assumption: employee only about $222,063 at 4% or $148,042 at 6%; with 50% employer match about $148,042 at 4% or $98,694 at 6%; with 100% employer match about $111,031 at 4% or $74,021 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 8 | $893,669 | $71,060 | $8,883iApproximate average salary by contribution assumption: employee only about $222,063 at 4% or $148,042 at 6%; with 50% employer match about $148,042 at 4% or $98,694 at 6%; with 100% employer match about $111,031 at 4% or $74,021 at 6%. |
| 2016 | 1 | 7 | $748,093 | $59,091 | $8,442iApproximate average salary by contribution assumption: employee only about $211,039 at 4% or $140,693 at 6%; with 50% employer match about $140,693 at 4% or $93,795 at 6%; with 100% employer match about $105,520 at 4% or $70,346 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 7 | $748,093 | $59,091 | $8,442iApproximate average salary by contribution assumption: employee only about $211,039 at 4% or $140,693 at 6%; with 50% employer match about $140,693 at 4% or $93,795 at 6%; with 100% employer match about $105,520 at 4% or $70,346 at 6%. |
| 2015 | 1 | 5 | $738,436 | $50,341 | $10,068iApproximate average salary by contribution assumption: employee only about $251,705 at 4% or $167,803 at 6%; with 50% employer match about $167,803 at 4% or $111,869 at 6%; with 100% employer match about $125,853 at 4% or $83,902 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 5 | $738,436 | $50,341 | $10,068iApproximate average salary by contribution assumption: employee only about $251,705 at 4% or $167,803 at 6%; with 50% employer match about $167,803 at 4% or $111,869 at 6%; with 100% employer match about $125,853 at 4% or $83,902 at 6%. |
| 2014 | 1 | 5 | $687,846 | $44,104 | $8,821iApproximate average salary by contribution assumption: employee only about $220,520 at 4% or $147,013 at 6%; with 50% employer match about $147,013 at 4% or $98,009 at 6%; with 100% employer match about $110,260 at 4% or $73,507 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 5 | $687,846 | $44,104 | $8,821iApproximate average salary by contribution assumption: employee only about $220,520 at 4% or $147,013 at 6%; with 50% employer match about $147,013 at 4% or $98,009 at 6%; with 100% employer match about $110,260 at 4% or $73,507 at 6%. |
| 2013 | 1 | 5 | $594,725 | $42,430 | $8,486iApproximate average salary by contribution assumption: employee only about $212,150 at 4% or $141,433 at 6%; with 50% employer match about $141,433 at 4% or $94,289 at 6%; with 100% employer match about $106,075 at 4% or $70,717 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 5 | $594,725 | $42,430 | $8,486iApproximate average salary by contribution assumption: employee only about $212,150 at 4% or $141,433 at 6%; with 50% employer match about $141,433 at 4% or $94,289 at 6%; with 100% employer match about $106,075 at 4% or $70,717 at 6%. |
| 2012 | 1 | 4 | $419,560 | $41,509 | $10,377iApproximate average salary by contribution assumption: employee only about $259,431 at 4% or $172,954 at 6%; with 50% employer match about $172,954 at 4% or $115,303 at 6%; with 100% employer match about $129,716 at 4% or $86,477 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 4 | $419,560 | $41,509 | $10,377iApproximate average salary by contribution assumption: employee only about $259,431 at 4% or $172,954 at 6%; with 50% employer match about $172,954 at 4% or $115,303 at 6%; with 100% employer match about $129,716 at 4% or $86,477 at 6%. |
| 2011 | 1 | 4 | $328,662 | $36,452 | $9,113iApproximate average salary by contribution assumption: employee only about $227,825 at 4% or $151,883 at 6%; with 50% employer match about $151,883 at 4% or $101,256 at 6%; with 100% employer match about $113,913 at 4% or $75,942 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 4 | $328,662 | $36,452 | $9,113iApproximate average salary by contribution assumption: employee only about $227,825 at 4% or $151,883 at 6%; with 50% employer match about $151,883 at 4% or $101,256 at 6%; with 100% employer match about $113,913 at 4% or $75,942 at 6%. |
| 2010 | 1 | 4 | $301,405 | $35,105 | $8,776iApproximate average salary by contribution assumption: employee only about $219,406 at 4% or $146,271 at 6%; with 50% employer match about $146,271 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,135 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 4 | $301,405 | $35,105 | $8,776iApproximate average salary by contribution assumption: employee only about $219,406 at 4% or $146,271 at 6%; with 50% employer match about $146,271 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,135 at 6%. |
| 2009 | 1 | 4 | $236,226 | $142,567 | $35,642iApproximate average salary by contribution assumption: employee only about $891,044 at 4% or $594,029 at 6%; with 50% employer match about $594,029 at 4% or $396,019 at 6%; with 100% employer match about $445,522 at 4% or $297,015 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 4 | $236,226 | $142,567 | $35,642iApproximate average salary by contribution assumption: employee only about $891,044 at 4% or $594,029 at 6%; with 50% employer match about $594,029 at 4% or $396,019 at 6%; with 100% employer match about $445,522 at 4% or $297,015 at 6%. |
| 2008 | 1 | 3 | $25,544 | $28,850 | $9,617iApproximate average salary by contribution assumption: employee only about $240,417 at 4% or $160,278 at 6%; with 50% employer match about $160,278 at 4% or $106,852 at 6%; with 100% employer match about $120,208 at 4% or $80,139 at 6%. |
| Sourceone Cvo LLC Safe Harbor 401(K) Plan | - | 3 | $25,544 | $28,850 | $9,617iApproximate average salary by contribution assumption: employee only about $240,417 at 4% or $160,278 at 6%; with 50% employer match about $160,278 at 4% or $106,852 at 6%; with 100% employer match about $120,208 at 4% or $80,139 at 6%. |