Sourceamerica 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sourceamerica (EIN 521007153)
  • Plan Type: 403(b)
  • Total Participants: 425
  • Total Assets: $135.1M
  • Sponsor State: VA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024425$135.1M$4.7M$4.9M
2023445$119.2M$4.6M$4.8M
2022428$102.2M$4.4M$4.6M

Service Providers

  • GELMAN, ROSENBERG & FREEDMAN (GRF) — Accountant / Independent Qualified Public Accountant

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