Source Management Inc.
Plan context: Source Management Inc. 401K
EIN 84-1151197 • Golden, CO • 38 filings • 9 plans
Current Snapshot
Latest Year
2022
2022 Participants
62
2022 Assets
$6,312,539
2022 Contributions
$470,096
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 62 | $6,312,539 | $470,096 | $7,582iApproximate average salary by contribution assumption: employee only about $189,555 at 4% or $126,370 at 6%; with 50% employer match about $126,370 at 4% or $84,247 at 6%; with 100% employer match about $94,777 at 4% or $63,185 at 6%. |
| Source Management Inc. 401K | - | 62 | $6,312,539 | $470,096 | $7,582iApproximate average salary by contribution assumption: employee only about $189,555 at 4% or $126,370 at 6%; with 50% employer match about $126,370 at 4% or $84,247 at 6%; with 100% employer match about $94,777 at 4% or $63,185 at 6%. |
| 2021 | 1 | 62 | $7,402,015 | $431,682 | $6,963iApproximate average salary by contribution assumption: employee only about $174,065 at 4% or $116,044 at 6%; with 50% employer match about $116,044 at 4% or $77,362 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%. |
| Source Management Inc. 401K | - | 62 | $7,402,015 | $431,682 | $6,963iApproximate average salary by contribution assumption: employee only about $174,065 at 4% or $116,044 at 6%; with 50% employer match about $116,044 at 4% or $77,362 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%. |
| 2020 | 1 | 68 | $6,183,184 | $440,274 | $6,475iApproximate average salary by contribution assumption: employee only about $161,865 at 4% or $107,910 at 6%; with 50% employer match about $107,910 at 4% or $71,940 at 6%; with 100% employer match about $80,933 at 4% or $53,955 at 6%. |
| Source Management Inc. 401K | - | 68 | $6,183,184 | $440,274 | $6,475iApproximate average salary by contribution assumption: employee only about $161,865 at 4% or $107,910 at 6%; with 50% employer match about $107,910 at 4% or $71,940 at 6%; with 100% employer match about $80,933 at 4% or $53,955 at 6%. |
| 2019 | 1 | 80 | $5,623,317 | $477,396 | $5,967iApproximate average salary by contribution assumption: employee only about $149,186 at 4% or $99,458 at 6%; with 50% employer match about $99,458 at 4% or $66,305 at 6%; with 100% employer match about $74,593 at 4% or $49,729 at 6%. |
| Source Management Inc. 401K | - | 80 | $5,623,317 | $477,396 | $5,967iApproximate average salary by contribution assumption: employee only about $149,186 at 4% or $99,458 at 6%; with 50% employer match about $99,458 at 4% or $66,305 at 6%; with 100% employer match about $74,593 at 4% or $49,729 at 6%. |
| 2018 | 2 | 101 | $5,795,784 | $595,960 | $5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,757 at 4% or $49,172 at 6%. |
| Source Management Inc. 401K | - | 101 | $5,795,784 | $595,960 | $5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,757 at 4% or $49,172 at 6%. |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 91 | - | - | - |
| 2017 | 3 | 117 | $5,695,888 | $921,549 | $7,876iApproximate average salary by contribution assumption: employee only about $196,912 at 4% or $131,275 at 6%; with 50% employer match about $131,275 at 4% or $87,517 at 6%; with 100% employer match about $98,456 at 4% or $65,637 at 6%. |
| Source Management Inc. 401K | - | 117 | $5,695,888 | $921,549 | $7,876iApproximate average salary by contribution assumption: employee only about $196,912 at 4% or $131,275 at 6%; with 50% employer match about $131,275 at 4% or $87,517 at 6%; with 100% employer match about $98,456 at 4% or $65,637 at 6%. |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 111 | - | - | - |
| Source Management Inc Vision Plan | - | 62 | - | - | - |
| 2016 | 4 | 123 | $4,681,266 | $473,466 | $3,849iApproximate average salary by contribution assumption: employee only about $96,233 at 4% or $64,155 at 6%; with 50% employer match about $64,155 at 4% or $42,770 at 6%; with 100% employer match about $48,116 at 4% or $32,078 at 6%. |
| Source Management Inc. 401K | - | 118 | $4,681,266 | $473,466 | $4,012iApproximate average salary by contribution assumption: employee only about $100,311 at 4% or $66,874 at 6%; with 50% employer match about $66,874 at 4% or $44,582 at 6%; with 100% employer match about $50,155 at 4% or $33,437 at 6%. |
| Source Management Inc Group Medical Plan | - | 77 | - | - | - |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 98 | - | - | - |
| Source Management Inc Vision Plan | - | 123 | - | - | - |
| 2015 | 4 | 117 | $4,450,789 | $404,375 | $3,456iApproximate average salary by contribution assumption: employee only about $86,405 at 4% or $57,603 at 6%; with 50% employer match about $57,603 at 4% or $38,402 at 6%; with 100% employer match about $43,202 at 4% or $28,802 at 6%. |
| Source Management Inc. 401K | - | 101 | $4,450,789 | $404,375 | $4,004iApproximate average salary by contribution assumption: employee only about $100,093 at 4% or $66,729 at 6%; with 50% employer match about $66,729 at 4% or $44,486 at 6%; with 100% employer match about $50,046 at 4% or $33,364 at 6%. |
| Source Management Inc Vision Plan | - | 106 | - | - | - |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 106 | - | - | - |
| Source Management Inc Group Medical Plan | - | 117 | - | - | - |
| 2014 | 3 | 130 | $4,593,038 | $289,659 | $2,228iApproximate average salary by contribution assumption: employee only about $55,704 at 4% or $37,136 at 6%; with 50% employer match about $37,136 at 4% or $24,757 at 6%; with 100% employer match about $27,852 at 4% or $18,568 at 6%. |
| Source Management Inc. 401K | - | 60 | $4,593,038 | $289,659 | $4,828iApproximate average salary by contribution assumption: employee only about $120,691 at 4% or $80,461 at 6%; with 50% employer match about $80,461 at 4% or $53,641 at 6%; with 100% employer match about $60,346 at 4% or $40,230 at 6%. |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 119 | - | - | - |
| Source Management Inc Group Medical Plan | - | 130 | - | - | - |
| 2013 | 2 | 111 | $4,058,939 | $271,189 | $2,443iApproximate average salary by contribution assumption: employee only about $61,079 at 4% or $40,719 at 6%; with 50% employer match about $40,719 at 4% or $27,146 at 6%; with 100% employer match about $30,539 at 4% or $20,360 at 6%. |
| Source Management Inc. 401K | - | 56 | $4,058,939 | $271,189 | $4,843iApproximate average salary by contribution assumption: employee only about $121,067 at 4% or $80,711 at 6%; with 50% employer match about $80,711 at 4% or $53,807 at 6%; with 100% employer match about $60,533 at 4% or $40,356 at 6%. |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 111 | - | - | - |
| 2012 | 4 | 133 | $3,165,845 | $519,018 | $3,902iApproximate average salary by contribution assumption: employee only about $97,560 at 4% or $65,040 at 6%; with 50% employer match about $65,040 at 4% or $43,360 at 6%; with 100% employer match about $48,780 at 4% or $32,520 at 6%. |
| Source Management Inc. 401K | - | 60 | $3,165,845 | $519,018 | $8,650iApproximate average salary by contribution assumption: employee only about $216,257 at 4% or $144,172 at 6%; with 50% employer match about $144,172 at 4% or $96,114 at 6%; with 100% employer match about $108,129 at 4% or $72,086 at 6%. |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 133 | - | - | - |
| Source Management Inc Vision Plan | - | 133 | - | - | - |
| SOURCE MANAGEMENT INC GROUP VOLUNTARY SHORT TERM DISABILITY PLAN | - | 133 | - | - | - |
| 2011 | 4 | 124 | $2,533,336 | $285,193 | $2,300iApproximate average salary by contribution assumption: employee only about $57,499 at 4% or $38,332 at 6%; with 50% employer match about $38,332 at 4% or $25,555 at 6%; with 100% employer match about $28,749 at 4% or $19,166 at 6%. |
| Source Management Inc. 401K | - | 61 | $2,533,336 | $285,193 | $4,675iApproximate average salary by contribution assumption: employee only about $116,882 at 4% or $77,922 at 6%; with 50% employer match about $77,922 at 4% or $51,948 at 6%; with 100% employer match about $58,441 at 4% or $38,961 at 6%. |
| Source Management Inc Group Voluntary Term Life and Accidential Death and Dismemberment | - | 124 | - | - | - |
| SOURCE MANAGEMENT INC GROUP VOLUNTARY SHORT TERM DISABILITY PLAN | - | 124 | - | - | - |
| Source Management Inc Vision Plan | - | 124 | - | - | - |
| 2010 | 1 | 47 | $2,397,820 | $222,836 | $4,741iApproximate average salary by contribution assumption: employee only about $118,530 at 4% or $79,020 at 6%; with 50% employer match about $79,020 at 4% or $52,680 at 6%; with 100% employer match about $59,265 at 4% or $39,510 at 6%. |
| Source Management Inc. 401K | - | 47 | $2,397,820 | $222,836 | $4,741iApproximate average salary by contribution assumption: employee only about $118,530 at 4% or $79,020 at 6%; with 50% employer match about $79,020 at 4% or $52,680 at 6%; with 100% employer match about $59,265 at 4% or $39,510 at 6%. |
| 2009 | 1 | 44 | $1,932,807 | $439,608 | $9,991iApproximate average salary by contribution assumption: employee only about $249,777 at 4% or $166,518 at 6%; with 50% employer match about $166,518 at 4% or $111,012 at 6%; with 100% employer match about $124,889 at 4% or $83,259 at 6%. |
| Source Management Inc. 401K | - | 44 | $1,932,807 | $439,608 | $9,991iApproximate average salary by contribution assumption: employee only about $249,777 at 4% or $166,518 at 6%; with 50% employer match about $166,518 at 4% or $111,012 at 6%; with 100% employer match about $124,889 at 4% or $83,259 at 6%. |
| 2008 | 1 | 56 | $1,294,737 | $256,837 | $4,586iApproximate average salary by contribution assumption: employee only about $114,659 at 4% or $76,440 at 6%; with 50% employer match about $76,440 at 4% or $50,960 at 6%; with 100% employer match about $57,330 at 4% or $38,220 at 6%. |
| Source Management Inc. 401K | - | 56 | $1,294,737 | $256,837 | $4,586iApproximate average salary by contribution assumption: employee only about $114,659 at 4% or $76,440 at 6%; with 50% employer match about $76,440 at 4% or $50,960 at 6%; with 100% employer match about $57,330 at 4% or $38,220 at 6%. |
| 2007 | 1 | 44 | $1,755,289 | $255,010 | $5,796iApproximate average salary by contribution assumption: employee only about $144,892 at 4% or $96,595 at 6%; with 50% employer match about $96,595 at 4% or $64,396 at 6%; with 100% employer match about $72,446 at 4% or $48,297 at 6%. |
| Source Management Inc. 401K | - | 44 | $1,755,289 | $255,010 | $5,796iApproximate average salary by contribution assumption: employee only about $144,892 at 4% or $96,595 at 6%; with 50% employer match about $96,595 at 4% or $64,396 at 6%; with 100% employer match about $72,446 at 4% or $48,297 at 6%. |
| 2005 | 1 | 42 | $1,186,118 | $204,211 | $4,862iApproximate average salary by contribution assumption: employee only about $121,554 at 4% or $81,036 at 6%; with 50% employer match about $81,036 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%. |
| Source Management Inc. 401K | - | 42 | $1,186,118 | $204,211 | $4,862iApproximate average salary by contribution assumption: employee only about $121,554 at 4% or $81,036 at 6%; with 50% employer match about $81,036 at 4% or $54,024 at 6%; with 100% employer match about $60,777 at 4% or $40,518 at 6%. |
| 2003 | 1 | 32 | $827,577 | $157,545 | $4,923iApproximate average salary by contribution assumption: employee only about $123,082 at 4% or $82,055 at 6%; with 50% employer match about $82,055 at 4% or $54,703 at 6%; with 100% employer match about $61,541 at 4% or $41,027 at 6%. |
| Source Management Inc. 401K | - | 32 | $827,577 | $157,545 | $4,923iApproximate average salary by contribution assumption: employee only about $123,082 at 4% or $82,055 at 6%; with 50% employer match about $82,055 at 4% or $54,703 at 6%; with 100% employer match about $61,541 at 4% or $41,027 at 6%. |
| 2002 | 1 | 40 | $558,813 | $161,156 | $4,029iApproximate average salary by contribution assumption: employee only about $100,723 at 4% or $67,148 at 6%; with 50% employer match about $67,148 at 4% or $44,766 at 6%; with 100% employer match about $50,361 at 4% or $33,574 at 6%. |
| Source Management Inc. 401K | - | 40 | $558,813 | $161,156 | $4,029iApproximate average salary by contribution assumption: employee only about $100,723 at 4% or $67,148 at 6%; with 50% employer match about $67,148 at 4% or $44,766 at 6%; with 100% employer match about $50,361 at 4% or $33,574 at 6%. |
| 1999 | 1 | 19 | $523,215 | $158,347 | $8,334iApproximate average salary by contribution assumption: employee only about $208,351 at 4% or $138,901 at 6%; with 50% employer match about $138,901 at 4% or $92,601 at 6%; with 100% employer match about $104,176 at 4% or $69,450 at 6%. |
| Source Management Inc. 401K | - | 19 | $523,215 | $158,347 | $8,334iApproximate average salary by contribution assumption: employee only about $208,351 at 4% or $138,901 at 6%; with 50% employer match about $138,901 at 4% or $92,601 at 6%; with 100% employer match about $104,176 at 4% or $69,450 at 6%. |