Original filing (PDF)20250623143642NAL0014876658001

SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR COMMUNITY & EMPLOYEES

Name: SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR COMMUNITY & EMPLOYEES — THE SOURCE 403(B) PLAN, Form 5500 (2024)
Creator: SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR COMMUNITY & EMPLOYEES

Form 5500-SF

FILING_RECEIVED

THE SOURCE 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR COMMUNITY & EMPLOYEES.

Plan sponsor

Name

SOUTHWEST ORGANIZATIONS UNIFYING RESOURCES FOR COMMUNITY & EMPLOYEES

EIN

20-4403571

Address

1505 44TH ST. SW · WYOMING, MI · 49509

Phone

(616) 452-5295

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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