Civic Intelligence

First Source Employee Management

Plan context: First Source Employee Management Retirement Plan

EIN 27-2037178 • 18 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

12,666

2024 Assets

$67,644,063

2024 Contributions

$7,807,972

Historical Graphs

Total Assets Over Time

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

$67,644,063$33,822,032$0201420192024YearValue
$67,644,063Latest year 2024

Participants Over Time

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

16,3548,1770201420192024YearValue
12,666Latest year 2024

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
2024212,666$67,644,063$7,807,972$616iApproximate average salary by contribution assumption: employee only about $15,411 at 4% or $10,274 at 6%; with 50% employer match about $10,274 at 4% or $6,849 at 6%; with 100% employer match about $7,706 at 4% or $5,137 at 6%.
First Source Employee Management Retirement Plan-7,726$67,644,063$7,807,972$1,011iApproximate average salary by contribution assumption: employee only about $25,265 at 4% or $16,843 at 6%; with 50% employer match about $16,843 at 4% or $11,229 at 6%; with 100% employer match about $12,633 at 4% or $8,422 at 6%.
First Source Welfare Benefit Plan-12,666---
2023216,354$64,433,622$7,516,788$460iApproximate average salary by contribution assumption: employee only about $11,491 at 4% or $7,660 at 6%; with 50% employer match about $7,660 at 4% or $5,107 at 6%; with 100% employer match about $5,745 at 4% or $3,830 at 6%.
First Source Employee Management Retirement Plan-6,336$64,433,622$7,516,788$1,186iApproximate average salary by contribution assumption: employee only about $29,659 at 4% or $19,773 at 6%; with 50% employer match about $19,773 at 4% or $13,182 at 6%; with 100% employer match about $14,830 at 4% or $9,886 at 6%.
First Source Welfare Benefit Plan-16,354---
2022214,221$55,145,486$7,243,589$509iApproximate average salary by contribution assumption: employee only about $12,734 at 4% or $8,489 at 6%; with 50% employer match about $8,489 at 4% or $5,660 at 6%; with 100% employer match about $6,367 at 4% or $4,245 at 6%.
First Source Employee Management Retirement Plan-5,608$55,145,486$7,243,589$1,292iApproximate average salary by contribution assumption: employee only about $32,291 at 4% or $21,528 at 6%; with 50% employer match about $21,528 at 4% or $14,352 at 6%; with 100% employer match about $16,146 at 4% or $10,764 at 6%.
First Source Welfare Benefit Plan-14,221---
2021212,832$62,201,704$7,183,010$560iApproximate average salary by contribution assumption: employee only about $13,994 at 4% or $9,330 at 6%; with 50% employer match about $9,330 at 4% or $6,220 at 6%; with 100% employer match about $6,997 at 4% or $4,665 at 6%.
First Source Employee Management Retirement Plan-6,388$62,201,704$7,183,010$1,124iApproximate average salary by contribution assumption: employee only about $28,111 at 4% or $18,741 at 6%; with 50% employer match about $18,741 at 4% or $12,494 at 6%; with 100% employer match about $14,056 at 4% or $9,370 at 6%.
First Source Welfare Benefit Plan-12,832---
2020214,235$56,229,436$7,310,222$514iApproximate average salary by contribution assumption: employee only about $12,838 at 4% or $8,559 at 6%; with 50% employer match about $8,559 at 4% or $5,706 at 6%; with 100% employer match about $6,419 at 4% or $4,279 at 6%.
First Source Employee Management Retirement Plan-8,806$56,229,436$7,310,222$830iApproximate average salary by contribution assumption: employee only about $20,754 at 4% or $13,836 at 6%; with 50% employer match about $13,836 at 4% or $9,224 at 6%; with 100% employer match about $10,377 at 4% or $6,918 at 6%.
First Source Welfare Benefit Plan-14,235---
201929,032$49,657,332$7,351,364$814iApproximate average salary by contribution assumption: employee only about $20,348 at 4% or $13,565 at 6%; with 50% employer match about $13,565 at 4% or $9,044 at 6%; with 100% employer match about $10,174 at 4% or $6,783 at 6%.
First Source Employee Management Retirement Plan-7,355$49,657,332$7,351,364$1,000iApproximate average salary by contribution assumption: employee only about $24,988 at 4% or $16,658 at 6%; with 50% employer match about $16,658 at 4% or $11,106 at 6%; with 100% employer match about $12,494 at 4% or $8,329 at 6%.
First Source Welfare Benefit Plan-9,032---
2018211,194$44,808,800$7,405,026$662iApproximate average salary by contribution assumption: employee only about $16,538 at 4% or $11,025 at 6%; with 50% employer match about $11,025 at 4% or $7,350 at 6%; with 100% employer match about $8,269 at 4% or $5,513 at 6%.
First Source Employee Management Retirement Plan-5,668$44,808,800$7,405,026$1,306iApproximate average salary by contribution assumption: employee only about $32,662 at 4% or $21,774 at 6%; with 50% employer match about $21,774 at 4% or $14,516 at 6%; with 100% employer match about $16,331 at 4% or $10,887 at 6%.
First Source Welfare Benefit Plan-11,194---
201715,387$45,302,057$5,037,424$935iApproximate average salary by contribution assumption: employee only about $23,378 at 4% or $15,585 at 6%; with 50% employer match about $15,585 at 4% or $10,390 at 6%; with 100% employer match about $11,689 at 4% or $7,793 at 6%.
First Source Employee Management Retirement Plan-5,387$45,302,057$5,037,424$935iApproximate average salary by contribution assumption: employee only about $23,378 at 4% or $15,585 at 6%; with 50% employer match about $15,585 at 4% or $10,390 at 6%; with 100% employer match about $11,689 at 4% or $7,793 at 6%.
201615,320$38,813,167$3,606,211$678iApproximate average salary by contribution assumption: employee only about $16,946 at 4% or $11,298 at 6%; with 50% employer match about $11,298 at 4% or $7,532 at 6%; with 100% employer match about $8,473 at 4% or $5,649 at 6%.
First Source Employee Management Retirement Plan-5,320$38,813,167$3,606,211$678iApproximate average salary by contribution assumption: employee only about $16,946 at 4% or $11,298 at 6%; with 50% employer match about $11,298 at 4% or $7,532 at 6%; with 100% employer match about $8,473 at 4% or $5,649 at 6%.
201514,950$26,788,136$3,637,384$735iApproximate average salary by contribution assumption: employee only about $18,371 at 4% or $12,247 at 6%; with 50% employer match about $12,247 at 4% or $8,165 at 6%; with 100% employer match about $9,185 at 4% or $6,124 at 6%.
First Source Employee Management Retirement Plan-4,950$26,788,136$3,637,384$735iApproximate average salary by contribution assumption: employee only about $18,371 at 4% or $12,247 at 6%; with 50% employer match about $12,247 at 4% or $8,165 at 6%; with 100% employer match about $9,185 at 4% or $6,124 at 6%.
201415,969$26,549,005$4,442,656$744iApproximate average salary by contribution assumption: employee only about $18,607 at 4% or $12,405 at 6%; with 50% employer match about $12,405 at 4% or $8,270 at 6%; with 100% employer match about $9,304 at 4% or $6,202 at 6%.
First Source Employee Management Retirement Plan-5,969$26,549,005$4,442,656$744iApproximate average salary by contribution assumption: employee only about $18,607 at 4% or $12,405 at 6%; with 50% employer match about $12,405 at 4% or $8,270 at 6%; with 100% employer match about $9,304 at 4% or $6,202 at 6%.