Civic Intelligence

HISTORY SOURCE LLC

Plan context: HISTORY SOURCE 401(K) PLAN

EIN 45-2610680 • Norton, OH • 6 filings • 1 plans

1120 Wilbur Ave.Norton, OH 44203
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$537,008

2025 Contributions

$39,452

Historical Graphs

Total Assets Over Time

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

$537,008$268,504$0202020232025YearValue
$537,008Latest year 2025

Participants Over Time

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

840202020232025YearValue
8Latest 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
202518$537,008$39,452$4,932iApproximate average salary by contribution assumption: employee only about $123,288 at 4% or $82,192 at 6%; with 50% employer match about $82,192 at 4% or $54,794 at 6%; with 100% employer match about $61,644 at 4% or $41,096 at 6%.
HISTORY SOURCE 401(K) PLAN-8$537,008$39,452$4,932iApproximate average salary by contribution assumption: employee only about $123,288 at 4% or $82,192 at 6%; with 50% employer match about $82,192 at 4% or $54,794 at 6%; with 100% employer match about $61,644 at 4% or $41,096 at 6%.
202418$412,848$42,664$5,333iApproximate average salary by contribution assumption: employee only about $133,325 at 4% or $88,883 at 6%; with 50% employer match about $88,883 at 4% or $59,256 at 6%; with 100% employer match about $66,663 at 4% or $44,442 at 6%.
HISTORY SOURCE 401(K) PLAN-8$412,848$42,664$5,333iApproximate average salary by contribution assumption: employee only about $133,325 at 4% or $88,883 at 6%; with 50% employer match about $88,883 at 4% or $59,256 at 6%; with 100% employer match about $66,663 at 4% or $44,442 at 6%.
202318$309,861$37,683$4,710iApproximate average salary by contribution assumption: employee only about $117,759 at 4% or $78,506 at 6%; with 50% employer match about $78,506 at 4% or $52,338 at 6%; with 100% employer match about $58,880 at 4% or $39,253 at 6%.
HISTORY SOURCE 401(K) PLAN-8$309,861$37,683$4,710iApproximate average salary by contribution assumption: employee only about $117,759 at 4% or $78,506 at 6%; with 50% employer match about $78,506 at 4% or $52,338 at 6%; with 100% employer match about $58,880 at 4% or $39,253 at 6%.
202217$216,431$26,713$3,816iApproximate average salary by contribution assumption: employee only about $95,404 at 4% or $63,602 at 6%; with 50% employer match about $63,602 at 4% or $42,402 at 6%; with 100% employer match about $47,702 at 4% or $31,801 at 6%.
HISTORY SOURCE 401(K) PLAN-7$216,431$26,713$3,816iApproximate average salary by contribution assumption: employee only about $95,404 at 4% or $63,602 at 6%; with 50% employer match about $63,602 at 4% or $42,402 at 6%; with 100% employer match about $47,702 at 4% or $31,801 at 6%.
202117$239,596$18,486$2,641iApproximate average salary by contribution assumption: employee only about $66,021 at 4% or $44,014 at 6%; with 50% employer match about $44,014 at 4% or $29,343 at 6%; with 100% employer match about $33,011 at 4% or $22,007 at 6%.
HISTORY SOURCE 401(K) PLAN-7$239,596$18,486$2,641iApproximate average salary by contribution assumption: employee only about $66,021 at 4% or $44,014 at 6%; with 50% employer match about $44,014 at 4% or $29,343 at 6%; with 100% employer match about $33,011 at 4% or $22,007 at 6%.
202018$187,278$172,757$21,595iApproximate average salary by contribution assumption: employee only about $539,866 at 4% or $359,910 at 6%; with 50% employer match about $359,910 at 4% or $239,940 at 6%; with 100% employer match about $269,933 at 4% or $179,955 at 6%.
HISTORY SOURCE 401(K) PLAN-8$187,278$172,757$21,595iApproximate average salary by contribution assumption: employee only about $539,866 at 4% or $359,910 at 6%; with 50% employer match about $359,910 at 4% or $239,940 at 6%; with 100% employer match about $269,933 at 4% or $179,955 at 6%.