How big is New Source Capital Inc.'s plan?

New Source Capital Inc.'s plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250729113943NAL0001284643001

New Source Capital Inc.

Name: New Source Capital Inc. — New Source Capital 401(k), Form 5500 (2024)
Creator: New Source Capital Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Source Capital 401(k) Plan

401(k) retirement plan · New Source Capital Inc.'s New Source Capital 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Tracy Bonds signed New Source Capital Inc.'s 2024 Form 5500 as plan administrator.

Tracy Bonds — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

New Source Capital Inc.'s EIN is 27-4346127.

EIN 27-4346127

Plan number 001

Plan year 2024

ACK ID 20250729113943NAL0001284643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Source Capital Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Source Capital Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW SOURCE CAPITAL INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score