Civic Intelligence

Source One Management Inc

Plan context: Source One Management Inc. 401K Salary Reduction Plan & Trust

EIN 84-1016329 • 35 filings • 12 plans

Current Snapshot

Latest Year

2013

2013 Participants

128

2013 Assets

$1,462,948

2013 Contributions

$133,519

Historical Graphs

Total Assets Over Time

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

$2,129,184$1,064,592$0199920062012YearValue
$1,462,948Latest year 2012

Participants Over Time

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

3531770199920062012YearValue
128Latest year 2012

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
201310$0$0-
Source One Management Inc. 401K Salary Reduction Plan & Trust-0---
20121128$1,462,948$133,519$1,043iApproximate average salary by contribution assumption: employee only about $26,078 at 4% or $17,385 at 6%; with 50% employer match about $17,385 at 4% or $11,590 at 6%; with 100% employer match about $13,039 at 4% or $8,693 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-128$1,462,948$133,519$1,043iApproximate average salary by contribution assumption: employee only about $26,078 at 4% or $17,385 at 6%; with 50% employer match about $17,385 at 4% or $11,590 at 6%; with 100% employer match about $13,039 at 4% or $8,693 at 6%.
20111218$1,503,415$50,443$231iApproximate average salary by contribution assumption: employee only about $5,785 at 4% or $3,856 at 6%; with 50% employer match about $3,856 at 4% or $2,571 at 6%; with 100% employer match about $2,892 at 4% or $1,928 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-218$1,503,415$50,443$231iApproximate average salary by contribution assumption: employee only about $5,785 at 4% or $3,856 at 6%; with 50% employer match about $3,856 at 4% or $2,571 at 6%; with 100% employer match about $2,892 at 4% or $1,928 at 6%.
20101197$1,720,026$102,637$521iApproximate average salary by contribution assumption: employee only about $13,025 at 4% or $8,683 at 6%; with 50% employer match about $8,683 at 4% or $5,789 at 6%; with 100% employer match about $6,513 at 4% or $4,342 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-197$1,720,026$102,637$521iApproximate average salary by contribution assumption: employee only about $13,025 at 4% or $8,683 at 6%; with 50% employer match about $8,683 at 4% or $5,789 at 6%; with 100% employer match about $6,513 at 4% or $4,342 at 6%.
20091203$1,922,359$230,204$1,134iApproximate average salary by contribution assumption: employee only about $28,350 at 4% or $18,900 at 6%; with 50% employer match about $18,900 at 4% or $12,600 at 6%; with 100% employer match about $14,175 at 4% or $9,450 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-203$1,922,359$230,204$1,134iApproximate average salary by contribution assumption: employee only about $28,350 at 4% or $18,900 at 6%; with 50% employer match about $18,900 at 4% or $12,600 at 6%; with 100% employer match about $14,175 at 4% or $9,450 at 6%.
20082273$1,590,777$288,791$1,058iApproximate average salary by contribution assumption: employee only about $26,446 at 4% or $17,631 at 6%; with 50% employer match about $17,631 at 4% or $11,754 at 6%; with 100% employer match about $13,223 at 4% or $8,815 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-273$1,590,777$288,791$1,058iApproximate average salary by contribution assumption: employee only about $26,446 at 4% or $17,631 at 6%; with 50% employer match about $17,631 at 4% or $11,754 at 6%; with 100% employer match about $13,223 at 4% or $8,815 at 6%.
Group Life Plan-221---
20072267$2,129,184$361,778$1,355iApproximate average salary by contribution assumption: employee only about $33,874 at 4% or $22,583 at 6%; with 50% employer match about $22,583 at 4% or $15,055 at 6%; with 100% employer match about $16,937 at 4% or $11,291 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-267$2,129,184$361,778$1,355iApproximate average salary by contribution assumption: employee only about $33,874 at 4% or $22,583 at 6%; with 50% employer match about $22,583 at 4% or $15,055 at 6%; with 100% employer match about $16,937 at 4% or $11,291 at 6%.
Group Life Plan-201---
20062232$1,955,033$349,451$1,506iApproximate average salary by contribution assumption: employee only about $37,656 at 4% or $25,104 at 6%; with 50% employer match about $25,104 at 4% or $16,736 at 6%; with 100% employer match about $18,828 at 4% or $12,552 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-232$1,955,033$349,451$1,506iApproximate average salary by contribution assumption: employee only about $37,656 at 4% or $25,104 at 6%; with 50% employer match about $25,104 at 4% or $16,736 at 6%; with 100% employer match about $18,828 at 4% or $12,552 at 6%.
Group Life Plan-190---
20052208$1,722,123$280,939$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,256 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-208$1,722,123$280,939$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,256 at 6%.
Group Life Plan-182---
20042220$1,428,002$236,261$1,074iApproximate average salary by contribution assumption: employee only about $26,848 at 4% or $17,899 at 6%; with 50% employer match about $17,899 at 4% or $11,932 at 6%; with 100% employer match about $13,424 at 4% or $8,949 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-220$1,428,002$236,261$1,074iApproximate average salary by contribution assumption: employee only about $26,848 at 4% or $17,899 at 6%; with 50% employer match about $17,899 at 4% or $11,932 at 6%; with 100% employer match about $13,424 at 4% or $8,949 at 6%.
Group Life Plan-205---
20032236$1,232,310$237,038$1,004iApproximate average salary by contribution assumption: employee only about $25,110 at 4% or $16,740 at 6%; with 50% employer match about $16,740 at 4% or $11,160 at 6%; with 100% employer match about $12,555 at 4% or $8,370 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-236$1,232,310$237,038$1,004iApproximate average salary by contribution assumption: employee only about $25,110 at 4% or $16,740 at 6%; with 50% employer match about $16,740 at 4% or $11,160 at 6%; with 100% employer match about $12,555 at 4% or $8,370 at 6%.
Group Life Plan-166---
20024353$1,084,757$342,055$969iApproximate average salary by contribution assumption: employee only about $24,225 at 4% or $16,150 at 6%; with 50% employer match about $16,150 at 4% or $10,767 at 6%; with 100% employer match about $12,112 at 4% or $8,075 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-225$1,084,757$342,055$1,520iApproximate average salary by contribution assumption: employee only about $38,006 at 4% or $25,337 at 6%; with 50% employer match about $25,337 at 4% or $16,892 at 6%; with 100% employer match about $19,003 at 4% or $12,669 at 6%.
Group Life Plan-186---
Source One Employee Benefit Plan-332---
SOURCE ONE MANGEMENT INC GROUP EDUCATIONAL ASSISTANCE-353---
20015317$0$0-
Source One Management Inc. 401K Salary Reduction Plan & Trust-317---
DEPENDENT CARE DEPENDENT PREMIUM PLAN-0---
Group Life Plan-263---
Source One Employee Benefit Plan-231---
EMPLOYEE ASSISTANCE PROGRAM-317---
20005256$1,453,189$648,069$2,532iApproximate average salary by contribution assumption: employee only about $63,288 at 4% or $42,192 at 6%; with 50% employer match about $42,192 at 4% or $28,128 at 6%; with 100% employer match about $31,644 at 4% or $21,096 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-256$1,445,385$128,997$504iApproximate average salary by contribution assumption: employee only about $12,597 at 4% or $8,398 at 6%; with 50% employer match about $8,398 at 4% or $5,599 at 6%; with 100% employer match about $6,299 at 4% or $4,199 at 6%.
Source One Employee Benefit Plan-99$7,804$519,072$5,243iApproximate average salary by contribution assumption: employee only about $131,079 at 4% or $87,386 at 6%; with 50% employer match about $87,386 at 4% or $58,257 at 6%; with 100% employer match about $65,539 at 4% or $43,693 at 6%.
Group Life Plan-145---
EMPLOYEE ASSISTANCE PROGRAM-99---
Source One Management Inc Long Term Disability Plan-145---
19994219$1,678,064$762,467$3,482iApproximate average salary by contribution assumption: employee only about $87,040 at 4% or $58,026 at 6%; with 50% employer match about $58,026 at 4% or $38,684 at 6%; with 100% employer match about $43,520 at 4% or $29,013 at 6%.
Source One Management Inc. 401K Salary Reduction Plan & Trust-219$1,667,247$202,703$926iApproximate average salary by contribution assumption: employee only about $23,140 at 4% or $15,426 at 6%; with 50% employer match about $15,426 at 4% or $10,284 at 6%; with 100% employer match about $11,570 at 4% or $7,713 at 6%.
Source One Employee Benefit Plan-108$10,817$559,764$5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,788 at 4% or $43,192 at 6%.
Group Life Plan-132---
Source One Management Inc Long Term Disability Plan-0---