Southwest Organizations Unifying Resources for Community & Employees
Plan context: The Source 403(B) Plan
EIN 20-4403571 • Wyoming, MI • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$272,136
2025 Contributions
$54,710
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 | 12 | $272,136 | $54,710 | $4,559iApproximate average salary by contribution assumption: employee only about $113,979 at 4% or $75,986 at 6%; with 50% employer match about $75,986 at 4% or $50,657 at 6%; with 100% employer match about $56,990 at 4% or $37,993 at 6%. |
| The Source 403(B) Plan | - | 12 | $272,136 | $54,710 | $4,559iApproximate average salary by contribution assumption: employee only about $113,979 at 4% or $75,986 at 6%; with 50% employer match about $75,986 at 4% or $50,657 at 6%; with 100% employer match about $56,990 at 4% or $37,993 at 6%. |
| 2024 | 1 | 10 | $202,746 | $33,733 | $3,373iApproximate average salary by contribution assumption: employee only about $84,333 at 4% or $56,222 at 6%; with 50% employer match about $56,222 at 4% or $37,481 at 6%; with 100% employer match about $42,166 at 4% or $28,111 at 6%. |
| The Source 403(B) Plan | - | 10 | $202,746 | $33,733 | $3,373iApproximate average salary by contribution assumption: employee only about $84,333 at 4% or $56,222 at 6%; with 50% employer match about $56,222 at 4% or $37,481 at 6%; with 100% employer match about $42,166 at 4% or $28,111 at 6%. |
| 2023 | 1 | 10 | $149,911 | $127,573 | $12,757iApproximate average salary by contribution assumption: employee only about $318,933 at 4% or $212,622 at 6%; with 50% employer match about $212,622 at 4% or $141,748 at 6%; with 100% employer match about $159,466 at 4% or $106,311 at 6%. |
| The Source 403(B) Plan | - | 10 | $149,911 | $127,573 | $12,757iApproximate average salary by contribution assumption: employee only about $318,933 at 4% or $212,622 at 6%; with 50% employer match about $212,622 at 4% or $141,748 at 6%; with 100% employer match about $159,466 at 4% or $106,311 at 6%. |
| 2022 | 1 | 9 | $16,256 | $16,387 | $1,821iApproximate average salary by contribution assumption: employee only about $45,519 at 4% or $30,346 at 6%; with 50% employer match about $30,346 at 4% or $20,231 at 6%; with 100% employer match about $22,760 at 4% or $15,173 at 6%. |
| The Source 403(B) Plan | - | 9 | $16,256 | $16,387 | $1,821iApproximate average salary by contribution assumption: employee only about $45,519 at 4% or $30,346 at 6%; with 50% employer match about $30,346 at 4% or $20,231 at 6%; with 100% employer match about $22,760 at 4% or $15,173 at 6%. |