Civic Intelligence

The Source Company

Plan context: The Source Retirement Plan

EIN 35-1831674 • Mishawaka, IN • 19 filings • 1 plans

932 E Mckinley AveMishawaka, IN 46545
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,883,237

2025 Contributions

$203,603

Historical Graphs

Total Assets Over Time

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

$2,883,237$1,441,619$0200720162025YearValue
$2,883,237Latest year 2025

Participants Over Time

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

1580200720162025YearValue
14Latest 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
2025114$2,883,237$203,603$14,543iApproximate average salary by contribution assumption: employee only about $363,577 at 4% or $242,385 at 6%; with 50% employer match about $242,385 at 4% or $161,590 at 6%; with 100% employer match about $181,788 at 4% or $121,192 at 6%.
The Source Retirement Plan-14$2,883,237$203,603$14,543iApproximate average salary by contribution assumption: employee only about $363,577 at 4% or $242,385 at 6%; with 50% employer match about $242,385 at 4% or $161,590 at 6%; with 100% employer match about $181,788 at 4% or $121,192 at 6%.
2024115$2,296,850$197,978$13,199iApproximate average salary by contribution assumption: employee only about $329,963 at 4% or $219,976 at 6%; with 50% employer match about $219,976 at 4% or $146,650 at 6%; with 100% employer match about $164,982 at 4% or $109,988 at 6%.
The Source Retirement Plan-15$2,296,850$197,978$13,199iApproximate average salary by contribution assumption: employee only about $329,963 at 4% or $219,976 at 6%; with 50% employer match about $219,976 at 4% or $146,650 at 6%; with 100% employer match about $164,982 at 4% or $109,988 at 6%.
2023115$1,987,036$157,312$10,487iApproximate average salary by contribution assumption: employee only about $262,187 at 4% or $174,791 at 6%; with 50% employer match about $174,791 at 4% or $116,527 at 6%; with 100% employer match about $131,093 at 4% or $87,396 at 6%.
The Source Retirement Plan-15$1,987,036$157,312$10,487iApproximate average salary by contribution assumption: employee only about $262,187 at 4% or $174,791 at 6%; with 50% employer match about $174,791 at 4% or $116,527 at 6%; with 100% employer match about $131,093 at 4% or $87,396 at 6%.
2022114$1,594,415$131,092$9,364iApproximate average salary by contribution assumption: employee only about $234,093 at 4% or $156,062 at 6%; with 50% employer match about $156,062 at 4% or $104,041 at 6%; with 100% employer match about $117,046 at 4% or $78,031 at 6%.
The Source Retirement Plan-14$1,594,415$131,092$9,364iApproximate average salary by contribution assumption: employee only about $234,093 at 4% or $156,062 at 6%; with 50% employer match about $156,062 at 4% or $104,041 at 6%; with 100% employer match about $117,046 at 4% or $78,031 at 6%.
2021115$1,746,890$104,076$6,938iApproximate average salary by contribution assumption: employee only about $173,460 at 4% or $115,640 at 6%; with 50% employer match about $115,640 at 4% or $77,093 at 6%; with 100% employer match about $86,730 at 4% or $57,820 at 6%.
The Source Retirement Plan-15$1,746,890$104,076$6,938iApproximate average salary by contribution assumption: employee only about $173,460 at 4% or $115,640 at 6%; with 50% employer match about $115,640 at 4% or $77,093 at 6%; with 100% employer match about $86,730 at 4% or $57,820 at 6%.
2020113$1,465,095$211,588$16,276iApproximate average salary by contribution assumption: employee only about $406,900 at 4% or $271,267 at 6%; with 50% employer match about $271,267 at 4% or $180,844 at 6%; with 100% employer match about $203,450 at 4% or $135,633 at 6%.
The Source Retirement Plan-13$1,465,095$211,588$16,276iApproximate average salary by contribution assumption: employee only about $406,900 at 4% or $271,267 at 6%; with 50% employer match about $271,267 at 4% or $180,844 at 6%; with 100% employer match about $203,450 at 4% or $135,633 at 6%.
2019113$1,204,555$101,222$7,786iApproximate average salary by contribution assumption: employee only about $194,658 at 4% or $129,772 at 6%; with 50% employer match about $129,772 at 4% or $86,515 at 6%; with 100% employer match about $97,329 at 4% or $64,886 at 6%.
The Source Retirement Plan-13$1,204,555$101,222$7,786iApproximate average salary by contribution assumption: employee only about $194,658 at 4% or $129,772 at 6%; with 50% employer match about $129,772 at 4% or $86,515 at 6%; with 100% employer match about $97,329 at 4% or $64,886 at 6%.
2018112$952,827$91,165$7,597iApproximate average salary by contribution assumption: employee only about $189,927 at 4% or $126,618 at 6%; with 50% employer match about $126,618 at 4% or $84,412 at 6%; with 100% employer match about $94,964 at 4% or $63,309 at 6%.
The Source Retirement Plan-12$952,827$91,165$7,597iApproximate average salary by contribution assumption: employee only about $189,927 at 4% or $126,618 at 6%; with 50% employer match about $126,618 at 4% or $84,412 at 6%; with 100% employer match about $94,964 at 4% or $63,309 at 6%.
2017111$1,297,774$93,217$8,474iApproximate average salary by contribution assumption: employee only about $211,857 at 4% or $141,238 at 6%; with 50% employer match about $141,238 at 4% or $94,159 at 6%; with 100% employer match about $105,928 at 4% or $70,619 at 6%.
The Source Retirement Plan-11$1,297,774$93,217$8,474iApproximate average salary by contribution assumption: employee only about $211,857 at 4% or $141,238 at 6%; with 50% employer match about $141,238 at 4% or $94,159 at 6%; with 100% employer match about $105,928 at 4% or $70,619 at 6%.
2016111$1,055,505$88,259$8,024iApproximate average salary by contribution assumption: employee only about $200,589 at 4% or $133,726 at 6%; with 50% employer match about $133,726 at 4% or $89,151 at 6%; with 100% employer match about $100,294 at 4% or $66,863 at 6%.
The Source Retirement Plan-11$1,055,505$88,259$8,024iApproximate average salary by contribution assumption: employee only about $200,589 at 4% or $133,726 at 6%; with 50% employer match about $133,726 at 4% or $89,151 at 6%; with 100% employer match about $100,294 at 4% or $66,863 at 6%.
2015110$917,856$106,527$10,653iApproximate average salary by contribution assumption: employee only about $266,318 at 4% or $177,545 at 6%; with 50% employer match about $177,545 at 4% or $118,363 at 6%; with 100% employer match about $133,159 at 4% or $88,773 at 6%.
The Source Retirement Plan-10$917,856$106,527$10,653iApproximate average salary by contribution assumption: employee only about $266,318 at 4% or $177,545 at 6%; with 50% employer match about $177,545 at 4% or $118,363 at 6%; with 100% employer match about $133,159 at 4% or $88,773 at 6%.
201419$838,939$82,795$9,199iApproximate average salary by contribution assumption: employee only about $229,986 at 4% or $153,324 at 6%; with 50% employer match about $153,324 at 4% or $102,216 at 6%; with 100% employer match about $114,993 at 4% or $76,662 at 6%.
The Source Retirement Plan-9$838,939$82,795$9,199iApproximate average salary by contribution assumption: employee only about $229,986 at 4% or $153,324 at 6%; with 50% employer match about $153,324 at 4% or $102,216 at 6%; with 100% employer match about $114,993 at 4% or $76,662 at 6%.
201319$732,507$80,336$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,770 at 6%; with 50% employer match about $148,770 at 4% or $99,180 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
The Source Retirement Plan-9$732,507$80,336$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,770 at 6%; with 50% employer match about $148,770 at 4% or $99,180 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
2012110$658,147$72,941$7,294iApproximate average salary by contribution assumption: employee only about $182,353 at 4% or $121,568 at 6%; with 50% employer match about $121,568 at 4% or $81,046 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
The Source Retirement Plan-10$658,147$72,941$7,294iApproximate average salary by contribution assumption: employee only about $182,353 at 4% or $121,568 at 6%; with 50% employer match about $121,568 at 4% or $81,046 at 6%; with 100% employer match about $91,176 at 4% or $60,784 at 6%.
2011110$540,067$80,740$8,074iApproximate average salary by contribution assumption: employee only about $201,850 at 4% or $134,567 at 6%; with 50% employer match about $134,567 at 4% or $89,711 at 6%; with 100% employer match about $100,925 at 4% or $67,283 at 6%.
The Source Retirement Plan-10$540,067$80,740$8,074iApproximate average salary by contribution assumption: employee only about $201,850 at 4% or $134,567 at 6%; with 50% employer match about $134,567 at 4% or $89,711 at 6%; with 100% employer match about $100,925 at 4% or $67,283 at 6%.
2010110$474,236$54,962$5,496iApproximate average salary by contribution assumption: employee only about $137,405 at 4% or $91,603 at 6%; with 50% employer match about $91,603 at 4% or $61,069 at 6%; with 100% employer match about $68,703 at 4% or $45,802 at 6%.
The Source Retirement Plan-10$474,236$54,962$5,496iApproximate average salary by contribution assumption: employee only about $137,405 at 4% or $91,603 at 6%; with 50% employer match about $91,603 at 4% or $61,069 at 6%; with 100% employer match about $68,703 at 4% or $45,802 at 6%.
2009111$370,000$73,362$6,669iApproximate average salary by contribution assumption: employee only about $166,732 at 4% or $111,155 at 6%; with 50% employer match about $111,155 at 4% or $74,103 at 6%; with 100% employer match about $83,366 at 4% or $55,577 at 6%.
The Source Retirement Plan-11$370,000$73,362$6,669iApproximate average salary by contribution assumption: employee only about $166,732 at 4% or $111,155 at 6%; with 50% employer match about $111,155 at 4% or $74,103 at 6%; with 100% employer match about $83,366 at 4% or $55,577 at 6%.
2008112$237,010$65,641$5,470iApproximate average salary by contribution assumption: employee only about $136,752 at 4% or $91,168 at 6%; with 50% employer match about $91,168 at 4% or $60,779 at 6%; with 100% employer match about $68,376 at 4% or $45,584 at 6%.
The Source Retirement Plan-12$237,010$65,641$5,470iApproximate average salary by contribution assumption: employee only about $136,752 at 4% or $91,168 at 6%; with 50% employer match about $91,168 at 4% or $60,779 at 6%; with 100% employer match about $68,376 at 4% or $45,584 at 6%.
2007111$275,985$270,010$24,546iApproximate average salary by contribution assumption: employee only about $613,659 at 4% or $409,106 at 6%; with 50% employer match about $409,106 at 4% or $272,737 at 6%; with 100% employer match about $306,830 at 4% or $204,553 at 6%.
The Source Retirement Plan-11$275,985$270,010$24,546iApproximate average salary by contribution assumption: employee only about $613,659 at 4% or $409,106 at 6%; with 50% employer match about $409,106 at 4% or $272,737 at 6%; with 100% employer match about $306,830 at 4% or $204,553 at 6%.