Civic Intelligence

Source One Finance

Plan context: Source One Finance 401K Profit Sharing Plan

EIN 30-0139812 • Montrose, CA • 21 filings • 1 plans

2441 Honolulu Avenue, Suite 142Montrose, CA 91020
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,605,780

2025 Contributions

$41,500

Historical Graphs

Total Assets Over Time

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

$1,605,780$802,890$0200520162025YearValue
$1,605,780Latest year 2025

Participants Over Time

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

530200520152025YearValue
3Latest 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
202513$1,605,780$41,500$13,833iApproximate average salary by contribution assumption: employee only about $345,833 at 4% or $230,556 at 6%; with 50% employer match about $230,556 at 4% or $153,704 at 6%; with 100% employer match about $172,917 at 4% or $115,278 at 6%.
Source One Finance 401K Profit Sharing Plan-3$1,605,780$41,500$13,833iApproximate average salary by contribution assumption: employee only about $345,833 at 4% or $230,556 at 6%; with 50% employer match about $230,556 at 4% or $153,704 at 6%; with 100% employer match about $172,917 at 4% or $115,278 at 6%.
202413$1,287,005$41,500$13,833iApproximate average salary by contribution assumption: employee only about $345,833 at 4% or $230,556 at 6%; with 50% employer match about $230,556 at 4% or $153,704 at 6%; with 100% employer match about $172,917 at 4% or $115,278 at 6%.
Source One Finance 401K Profit Sharing Plan-3$1,287,005$41,500$13,833iApproximate average salary by contribution assumption: employee only about $345,833 at 4% or $230,556 at 6%; with 50% employer match about $230,556 at 4% or $153,704 at 6%; with 100% employer match about $172,917 at 4% or $115,278 at 6%.
202313$1,102,387$39,268$13,089iApproximate average salary by contribution assumption: employee only about $327,233 at 4% or $218,156 at 6%; with 50% employer match about $218,156 at 4% or $145,437 at 6%; with 100% employer match about $163,617 at 4% or $109,078 at 6%.
Source One Finance 401K Profit Sharing Plan-3$1,102,387$39,268$13,089iApproximate average salary by contribution assumption: employee only about $327,233 at 4% or $218,156 at 6%; with 50% employer match about $218,156 at 4% or $145,437 at 6%; with 100% employer match about $163,617 at 4% or $109,078 at 6%.
202213$908,812$59,923$19,974iApproximate average salary by contribution assumption: employee only about $499,358 at 4% or $332,906 at 6%; with 50% employer match about $332,906 at 4% or $221,937 at 6%; with 100% employer match about $249,679 at 4% or $166,453 at 6%.
Source One Finance 401K Profit Sharing Plan-3$908,812$59,923$19,974iApproximate average salary by contribution assumption: employee only about $499,358 at 4% or $332,906 at 6%; with 50% employer match about $332,906 at 4% or $221,937 at 6%; with 100% employer match about $249,679 at 4% or $166,453 at 6%.
202113$1,058,783$60,466$20,155iApproximate average salary by contribution assumption: employee only about $503,883 at 4% or $335,922 at 6%; with 50% employer match about $335,922 at 4% or $223,948 at 6%; with 100% employer match about $251,942 at 4% or $167,961 at 6%.
Source One Finance 401K Profit Sharing Plan-3$1,058,783$60,466$20,155iApproximate average salary by contribution assumption: employee only about $503,883 at 4% or $335,922 at 6%; with 50% employer match about $335,922 at 4% or $223,948 at 6%; with 100% employer match about $251,942 at 4% or $167,961 at 6%.
202013$885,394$60,774$20,258iApproximate average salary by contribution assumption: employee only about $506,450 at 4% or $337,633 at 6%; with 50% employer match about $337,633 at 4% or $225,089 at 6%; with 100% employer match about $253,225 at 4% or $168,817 at 6%.
Source One Finance 401K Profit Sharing Plan-3$885,394$60,774$20,258iApproximate average salary by contribution assumption: employee only about $506,450 at 4% or $337,633 at 6%; with 50% employer match about $337,633 at 4% or $225,089 at 6%; with 100% employer match about $253,225 at 4% or $168,817 at 6%.
201913$676,049$50,310$16,770iApproximate average salary by contribution assumption: employee only about $419,250 at 4% or $279,500 at 6%; with 50% employer match about $279,500 at 4% or $186,333 at 6%; with 100% employer match about $209,625 at 4% or $139,750 at 6%.
Source One Finance 401K Profit Sharing Plan-3$676,049$50,310$16,770iApproximate average salary by contribution assumption: employee only about $419,250 at 4% or $279,500 at 6%; with 50% employer match about $279,500 at 4% or $186,333 at 6%; with 100% employer match about $209,625 at 4% or $139,750 at 6%.
201814$690,431$48,973$12,243iApproximate average salary by contribution assumption: employee only about $306,081 at 4% or $204,054 at 6%; with 50% employer match about $204,054 at 4% or $136,036 at 6%; with 100% employer match about $153,041 at 4% or $102,027 at 6%.
Source One Finance 401K Profit Sharing Plan-4$690,431$48,973$12,243iApproximate average salary by contribution assumption: employee only about $306,081 at 4% or $204,054 at 6%; with 50% employer match about $204,054 at 4% or $136,036 at 6%; with 100% employer match about $153,041 at 4% or $102,027 at 6%.
201714$698,861$41,899$10,475iApproximate average salary by contribution assumption: employee only about $261,869 at 4% or $174,579 at 6%; with 50% employer match about $174,579 at 4% or $116,386 at 6%; with 100% employer match about $130,934 at 4% or $87,290 at 6%.
Source One Finance 401K Profit Sharing Plan-4$698,861$41,899$10,475iApproximate average salary by contribution assumption: employee only about $261,869 at 4% or $174,579 at 6%; with 50% employer match about $174,579 at 4% or $116,386 at 6%; with 100% employer match about $130,934 at 4% or $87,290 at 6%.
201614$577,565$42,990$10,748iApproximate average salary by contribution assumption: employee only about $268,688 at 4% or $179,125 at 6%; with 50% employer match about $179,125 at 4% or $119,417 at 6%; with 100% employer match about $134,344 at 4% or $89,563 at 6%.
Source One Finance 401K Profit Sharing Plan-4$577,565$42,990$10,748iApproximate average salary by contribution assumption: employee only about $268,688 at 4% or $179,125 at 6%; with 50% employer match about $179,125 at 4% or $119,417 at 6%; with 100% employer match about $134,344 at 4% or $89,563 at 6%.
201514$488,130$41,257$10,314iApproximate average salary by contribution assumption: employee only about $257,856 at 4% or $171,904 at 6%; with 50% employer match about $171,904 at 4% or $114,603 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
Source One Finance 401K Profit Sharing Plan-4$488,130$41,257$10,314iApproximate average salary by contribution assumption: employee only about $257,856 at 4% or $171,904 at 6%; with 50% employer match about $171,904 at 4% or $114,603 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
201413$459,108$22,671$7,557iApproximate average salary by contribution assumption: employee only about $188,925 at 4% or $125,950 at 6%; with 50% employer match about $125,950 at 4% or $83,967 at 6%; with 100% employer match about $94,463 at 4% or $62,975 at 6%.
Source One Finance 401K Profit Sharing Plan-3$459,108$22,671$7,557iApproximate average salary by contribution assumption: employee only about $188,925 at 4% or $125,950 at 6%; with 50% employer match about $125,950 at 4% or $83,967 at 6%; with 100% employer match about $94,463 at 4% or $62,975 at 6%.
201313$418,238$43,604$14,535iApproximate average salary by contribution assumption: employee only about $363,367 at 4% or $242,244 at 6%; with 50% employer match about $242,244 at 4% or $161,496 at 6%; with 100% employer match about $181,683 at 4% or $121,122 at 6%.
Source One Finance 401K Profit Sharing Plan-3$418,238$43,604$14,535iApproximate average salary by contribution assumption: employee only about $363,367 at 4% or $242,244 at 6%; with 50% employer match about $242,244 at 4% or $161,496 at 6%; with 100% employer match about $181,683 at 4% or $121,122 at 6%.
201213$337,625$46,579$15,526iApproximate average salary by contribution assumption: employee only about $388,158 at 4% or $258,772 at 6%; with 50% employer match about $258,772 at 4% or $172,515 at 6%; with 100% employer match about $194,079 at 4% or $129,386 at 6%.
Source One Finance 401K Profit Sharing Plan-3$337,625$46,579$15,526iApproximate average salary by contribution assumption: employee only about $388,158 at 4% or $258,772 at 6%; with 50% employer match about $258,772 at 4% or $172,515 at 6%; with 100% employer match about $194,079 at 4% or $129,386 at 6%.
201114$273,076$44,210$11,053iApproximate average salary by contribution assumption: employee only about $276,313 at 4% or $184,208 at 6%; with 50% employer match about $184,208 at 4% or $122,806 at 6%; with 100% employer match about $138,156 at 4% or $92,104 at 6%.
Source One Finance 401K Profit Sharing Plan-4$273,076$44,210$11,053iApproximate average salary by contribution assumption: employee only about $276,313 at 4% or $184,208 at 6%; with 50% employer match about $184,208 at 4% or $122,806 at 6%; with 100% employer match about $138,156 at 4% or $92,104 at 6%.
201015$248,660$46,106$9,221iApproximate average salary by contribution assumption: employee only about $230,530 at 4% or $153,687 at 6%; with 50% employer match about $153,687 at 4% or $102,458 at 6%; with 100% employer match about $115,265 at 4% or $76,843 at 6%.
Source One Finance 401K Profit Sharing Plan-5$248,660$46,106$9,221iApproximate average salary by contribution assumption: employee only about $230,530 at 4% or $153,687 at 6%; with 50% employer match about $153,687 at 4% or $102,458 at 6%; with 100% employer match about $115,265 at 4% or $76,843 at 6%.
200915$176,381$39,207$7,841iApproximate average salary by contribution assumption: employee only about $196,035 at 4% or $130,690 at 6%; with 50% employer match about $130,690 at 4% or $87,127 at 6%; with 100% employer match about $98,018 at 4% or $65,345 at 6%.
Source One Finance 401K Profit Sharing Plan-5$176,381$39,207$7,841iApproximate average salary by contribution assumption: employee only about $196,035 at 4% or $130,690 at 6%; with 50% employer match about $130,690 at 4% or $87,127 at 6%; with 100% employer match about $98,018 at 4% or $65,345 at 6%.
200813$0$0-
Source One Finance 401K Profit Sharing Plan-3---
200713$0$0-
Source One Finance 401K Profit Sharing Plan-3---
200614$74,080$36,163$9,041iApproximate average salary by contribution assumption: employee only about $226,019 at 4% or $150,679 at 6%; with 50% employer match about $150,679 at 4% or $100,453 at 6%; with 100% employer match about $113,009 at 4% or $75,340 at 6%.
Source One Finance 401K Profit Sharing Plan-4$74,080$36,163$9,041iApproximate average salary by contribution assumption: employee only about $226,019 at 4% or $150,679 at 6%; with 50% employer match about $150,679 at 4% or $100,453 at 6%; with 100% employer match about $113,009 at 4% or $75,340 at 6%.
200515$32,374$33,286$6,657iApproximate average salary by contribution assumption: employee only about $166,430 at 4% or $110,953 at 6%; with 50% employer match about $110,953 at 4% or $73,969 at 6%; with 100% employer match about $83,215 at 4% or $55,477 at 6%.
Source One Finance 401K Profit Sharing Plan-5$32,374$33,286$6,657iApproximate average salary by contribution assumption: employee only about $166,430 at 4% or $110,953 at 6%; with 50% employer match about $110,953 at 4% or $73,969 at 6%; with 100% employer match about $83,215 at 4% or $55,477 at 6%.