Civic Intelligence

Source Direct Inc

Plan context: Source Direct Inc 401(K) Profit Sharing Plan & Trust

EIN 22-3765789 • Mount Laurel, NJ • 2 filings • 1 plans

400 Fellowship Rd # 270Mount Laurel, NJ 08054-3437
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$148,978

2025 Contributions

$131,055

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$148,978$74,489$020242025YearValue
$148,978Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

63020242025YearValue
6Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$148,978$131,055$21,843iApproximate average salary by contribution assumption: employee only about $546,063 at 4% or $364,042 at 6%; with 50% employer match about $364,042 at 4% or $242,694 at 6%; with 100% employer match about $273,031 at 4% or $182,021 at 6%.
Source Direct Inc 401(K) Profit Sharing Plan & Trust-6$148,978$131,055$21,843iApproximate average salary by contribution assumption: employee only about $546,063 at 4% or $364,042 at 6%; with 50% employer match about $364,042 at 4% or $242,694 at 6%; with 100% employer match about $273,031 at 4% or $182,021 at 6%.
202415$5,588$5,655$1,131iApproximate average salary by contribution assumption: employee only about $28,275 at 4% or $18,850 at 6%; with 50% employer match about $18,850 at 4% or $12,567 at 6%; with 100% employer match about $14,138 at 4% or $9,425 at 6%.
Source Direct Inc 401(K) Profit Sharing Plan & Trust-5$5,588$5,655$1,131iApproximate average salary by contribution assumption: employee only about $28,275 at 4% or $18,850 at 6%; with 50% employer match about $18,850 at 4% or $12,567 at 6%; with 100% employer match about $14,138 at 4% or $9,425 at 6%.