Civic Intelligence

Source One Management Services L

Plan context: Source One 401(K) Profit Sharing Plan

EIN 75-3136634 • Willow Grove, PA • 13 filings • 4 plans

1015 North York RoadWillow Grove, PA 19090
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$93,371

2019 Contributions

$293,873

Historical Graphs

Total Assets Over Time

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

$2,061,857$1,030,929$0200720132018YearValue
$93,371Latest year 2018

Participants Over Time

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

71360200720132018YearValue
4Latest year 2018

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
201910$0$0-
Source One 401(K) Profit Sharing Plan-0$0--
201814$93,371$293,873$73,468iApproximate average salary by contribution assumption: employee only about $1,836,706 at 4% or $1,224,471 at 6%; with 50% employer match about $1,224,471 at 4% or $816,314 at 6%; with 100% employer match about $918,353 at 4% or $612,235 at 6%.
Source One 401(K) Profit Sharing Plan-4$93,371$293,873$73,468iApproximate average salary by contribution assumption: employee only about $1,836,706 at 4% or $1,224,471 at 6%; with 50% employer match about $1,224,471 at 4% or $816,314 at 6%; with 100% employer match about $918,353 at 4% or $612,235 at 6%.
2017171$2,061,857$477,266$6,722iApproximate average salary by contribution assumption: employee only about $168,051 at 4% or $112,034 at 6%; with 50% employer match about $112,034 at 4% or $74,690 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%.
Source One 401(K) Profit Sharing Plan-71$2,061,857$477,266$6,722iApproximate average salary by contribution assumption: employee only about $168,051 at 4% or $112,034 at 6%; with 50% employer match about $112,034 at 4% or $74,690 at 6%; with 100% employer match about $84,026 at 4% or $56,017 at 6%.
2016155$1,392,531$328,579$5,974iApproximate average salary by contribution assumption: employee only about $149,354 at 4% or $99,569 at 6%; with 50% employer match about $99,569 at 4% or $66,380 at 6%; with 100% employer match about $74,677 at 4% or $49,785 at 6%.
Source One 401(K) Profit Sharing Plan-55$1,392,531$328,579$5,974iApproximate average salary by contribution assumption: employee only about $149,354 at 4% or $99,569 at 6%; with 50% employer match about $99,569 at 4% or $66,380 at 6%; with 100% employer match about $74,677 at 4% or $49,785 at 6%.
2015144$1,064,116$275,287$6,257iApproximate average salary by contribution assumption: employee only about $156,413 at 4% or $104,275 at 6%; with 50% employer match about $104,275 at 4% or $69,517 at 6%; with 100% employer match about $78,207 at 4% or $52,138 at 6%.
Source One 401(K) Profit Sharing Plan-44$1,064,116$275,287$6,257iApproximate average salary by contribution assumption: employee only about $156,413 at 4% or $104,275 at 6%; with 50% employer match about $104,275 at 4% or $69,517 at 6%; with 100% employer match about $78,207 at 4% or $52,138 at 6%.
2014143$876,677$238,054$5,536iApproximate average salary by contribution assumption: employee only about $138,403 at 4% or $92,269 at 6%; with 50% employer match about $92,269 at 4% or $61,513 at 6%; with 100% employer match about $69,202 at 4% or $46,134 at 6%.
Source One 401(K) Profit Sharing Plan-43$876,677$238,054$5,536iApproximate average salary by contribution assumption: employee only about $138,403 at 4% or $92,269 at 6%; with 50% employer match about $92,269 at 4% or $61,513 at 6%; with 100% employer match about $69,202 at 4% or $46,134 at 6%.
2013130$674,643$211,020$7,034iApproximate average salary by contribution assumption: employee only about $175,850 at 4% or $117,233 at 6%; with 50% employer match about $117,233 at 4% or $78,156 at 6%; with 100% employer match about $87,925 at 4% or $58,617 at 6%.
Source One 401(K) Profit Sharing Plan-30$674,643$211,020$7,034iApproximate average salary by contribution assumption: employee only about $175,850 at 4% or $117,233 at 6%; with 50% employer match about $117,233 at 4% or $78,156 at 6%; with 100% employer match about $87,925 at 4% or $58,617 at 6%.
2012117$436,212$156,413$9,201iApproximate average salary by contribution assumption: employee only about $230,019 at 4% or $153,346 at 6%; with 50% employer match about $153,346 at 4% or $102,231 at 6%; with 100% employer match about $115,010 at 4% or $76,673 at 6%.
Source One 401(K) Profit Sharing Plan-17$436,212$156,413$9,201iApproximate average salary by contribution assumption: employee only about $230,019 at 4% or $153,346 at 6%; with 50% employer match about $153,346 at 4% or $102,231 at 6%; with 100% employer match about $115,010 at 4% or $76,673 at 6%.
2011118$306,232$149,139$8,286iApproximate average salary by contribution assumption: employee only about $207,138 at 4% or $138,092 at 6%; with 50% employer match about $138,092 at 4% or $92,061 at 6%; with 100% employer match about $103,569 at 4% or $69,046 at 6%.
Source One 401(K) Profit Sharing Plan-18$306,232$149,139$8,286iApproximate average salary by contribution assumption: employee only about $207,138 at 4% or $138,092 at 6%; with 50% employer match about $138,092 at 4% or $92,061 at 6%; with 100% employer match about $103,569 at 4% or $69,046 at 6%.
2010118$215,100$108,098$6,005iApproximate average salary by contribution assumption: employee only about $150,136 at 4% or $100,091 at 6%; with 50% employer match about $100,091 at 4% or $66,727 at 6%; with 100% employer match about $75,068 at 4% or $50,045 at 6%.
Source One 401(K) Profit Sharing Plan-18$215,100$108,098$6,005iApproximate average salary by contribution assumption: employee only about $150,136 at 4% or $100,091 at 6%; with 50% employer match about $100,091 at 4% or $66,727 at 6%; with 100% employer match about $75,068 at 4% or $50,045 at 6%.
2009117$142,238$99,394$5,847iApproximate average salary by contribution assumption: employee only about $146,168 at 4% or $97,445 at 6%; with 50% employer match about $97,445 at 4% or $64,963 at 6%; with 100% employer match about $73,084 at 4% or $48,723 at 6%.
Source One 401(K) Profit Sharing Plan-17$142,238$99,394$5,847iApproximate average salary by contribution assumption: employee only about $146,168 at 4% or $97,445 at 6%; with 50% employer match about $97,445 at 4% or $64,963 at 6%; with 100% employer match about $73,084 at 4% or $48,723 at 6%.
2008114$26,235$18,659$1,333iApproximate average salary by contribution assumption: employee only about $33,320 at 4% or $22,213 at 6%; with 50% employer match about $22,213 at 4% or $14,809 at 6%; with 100% employer match about $16,660 at 4% or $11,107 at 6%.
Source One 401(K) Profit Sharing Plan-14$26,235$18,659$1,333iApproximate average salary by contribution assumption: employee only about $33,320 at 4% or $22,213 at 6%; with 50% employer match about $22,213 at 4% or $14,809 at 6%; with 100% employer match about $16,660 at 4% or $11,107 at 6%.
2007111$20,604$20,514$1,865iApproximate average salary by contribution assumption: employee only about $46,623 at 4% or $31,082 at 6%; with 50% employer match about $31,082 at 4% or $20,721 at 6%; with 100% employer match about $23,311 at 4% or $15,541 at 6%.
Source One 401(K) Profit Sharing Plan-11$20,604$20,514$1,865iApproximate average salary by contribution assumption: employee only about $46,623 at 4% or $31,082 at 6%; with 50% employer match about $31,082 at 4% or $20,721 at 6%; with 100% employer match about $23,311 at 4% or $15,541 at 6%.