Civic Intelligence

Source Team Tax & Accounting Inc.

Plan context: Source Team Tax & Accounting Inc. 401(K) Plan

EIN 82-1856010 • Crystal Lake, IL • 4 filings • 1 plans

190 Liberty RdUnit 3Crystal Lake, IL 60014
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$49,475

2025 Contributions

$4,006

Historical Graphs

Total Assets Over Time

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

$55,873$27,937$0202220242025YearValue
$49,475Latest year 2025

Participants Over Time

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

530202220242025YearValue
4Latest 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
202514$49,475$4,006$1,002iApproximate average salary by contribution assumption: employee only about $25,038 at 4% or $16,692 at 6%; with 50% employer match about $16,692 at 4% or $11,128 at 6%; with 100% employer match about $12,519 at 4% or $8,346 at 6%.
Source Team Tax & Accounting Inc. 401(K) Plan-4$49,475$4,006$1,002iApproximate average salary by contribution assumption: employee only about $25,038 at 4% or $16,692 at 6%; with 50% employer match about $16,692 at 4% or $11,128 at 6%; with 100% employer match about $12,519 at 4% or $8,346 at 6%.
202415$55,873$6,205$1,241iApproximate average salary by contribution assumption: employee only about $31,025 at 4% or $20,683 at 6%; with 50% employer match about $20,683 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%.
Source Team Tax & Accounting Inc. 401(K) Plan-5$55,873$6,205$1,241iApproximate average salary by contribution assumption: employee only about $31,025 at 4% or $20,683 at 6%; with 50% employer match about $20,683 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%.
202313$45,385$7,248$2,416iApproximate average salary by contribution assumption: employee only about $60,400 at 4% or $40,267 at 6%; with 50% employer match about $40,267 at 4% or $26,844 at 6%; with 100% employer match about $30,200 at 4% or $20,133 at 6%.
Source Team Tax & Accounting Inc. 401(K) Plan-3$45,385$7,248$2,416iApproximate average salary by contribution assumption: employee only about $60,400 at 4% or $40,267 at 6%; with 50% employer match about $40,267 at 4% or $26,844 at 6%; with 100% employer match about $30,200 at 4% or $20,133 at 6%.
202213$33,755$34,211$11,404iApproximate average salary by contribution assumption: employee only about $285,092 at 4% or $190,061 at 6%; with 50% employer match about $190,061 at 4% or $126,707 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%.
Source Team Tax & Accounting Inc. 401(K) Plan-3$33,755$34,211$11,404iApproximate average salary by contribution assumption: employee only about $285,092 at 4% or $190,061 at 6%; with 50% employer match about $190,061 at 4% or $126,707 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%.