Source Group Professionals, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Source Group Professionals, INC.
  • Sponsor EIN: 201379128
  • Sponsor Address: 4729 E. SUNRISE DR., TUCSON, AZ, 85718
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $742,700

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$742,700$0$37,055
20234$825,385$0$38,400
20224$757,822$0$32,800

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