Civic Intelligence
Filing

Source Technologies Inc. 401K Profit Sharing Plan

Source Technologies Inc. • EIN 56-1497596 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

95 → 71

-24 • -25.26%

Assets

Up

$1,924,443 → $2,052,746

$128,303 • 6.67%

Investment Management Fee

-

Admin expenses - • Total expenses $149,263

Filing Details

Context
Net investment result
$128,303
Pension payor EIN
04-6748530

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2002177$1,807,673$440,271$5,718iApproximate average salary by contribution assumption: employee only about $142,945 at 4% or $95,297 at 6%; with 50% employer match about $95,297 at 4% or $63,531 at 6%; with 100% employer match about $71,473 at 4% or $47,648 at 6%.
Source Technologies Inc. 401K Profit Sharing Plan-77$1,807,673$440,271$5,718iApproximate average salary by contribution assumption: employee only about $142,945 at 4% or $95,297 at 6%; with 50% employer match about $95,297 at 4% or $63,531 at 6%; with 100% employer match about $71,473 at 4% or $47,648 at 6%.
2001170$0$0-
Source Technologies Inc. 401K Profit Sharing Plan-70---
2000171$2,052,746$422,170$5,946iApproximate average salary by contribution assumption: employee only about $148,651 at 4% or $99,101 at 6%; with 50% employer match about $99,101 at 4% or $66,067 at 6%; with 100% employer match about $74,326 at 4% or $49,550 at 6%.
Source Technologies Inc. 401K Profit Sharing PlanCurrent71$2,052,746$422,170$5,946iApproximate average salary by contribution assumption: employee only about $148,651 at 4% or $99,101 at 6%; with 50% employer match about $99,101 at 4% or $66,067 at 6%; with 100% employer match about $74,326 at 4% or $49,550 at 6%.
1999174$1,924,443$321,032$4,338iApproximate average salary by contribution assumption: employee only about $108,457 at 4% or $72,305 at 6%; with 50% employer match about $72,305 at 4% or $48,203 at 6%; with 100% employer match about $54,228 at 4% or $36,152 at 6%.
Source Technologies Inc. 401K Profit Sharing Plan-74$1,924,443$321,032$4,338iApproximate average salary by contribution assumption: employee only about $108,457 at 4% or $72,305 at 6%; with 50% employer match about $72,305 at 4% or $48,203 at 6%; with 100% employer match about $54,228 at 4% or $36,152 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,052,746$128,303 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,924,443$2,052,746Increase +$128,303 (6.67%)
Total liabilities$0$0No change $0
Net assets$1,924,443$2,052,746Increase +$128,303 (6.67%)

Contributions

Employer contributions$65,552
Participant contributions$346,066
Other contributions$10,552

Income & Expenses

Total income$277,566
Total expenses$149,263
Net income$128,303
Source fields
Schedule I source fields
Filing Id
84037130375802
Schedule I EIN
56-1497596
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,924,443
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,924,443
Small plan total assets at end of year
$2,052,746
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,052,746
Small plan employer contributions
$65,552
Small plan participant contributions
$346,066
Small Oth Contribution Rcvd Amount
$10,552
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-144,604
Small plan total income
$277,566
Small plan total benefit distributions
$149,263
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$149,263
Small plan net income or loss
$128,303
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$15,407
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$500,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN04-6748530

Transfers

Distributed property value$0
Schedule R source fields
Payor 04-6748530
Filing Id
84037130375802
Schedule R EIN
56-1497596
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
04-6748530
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0