Original filing (PDF)20240325112327NAL0013208688001

Source Brokerage, Inc.

Name: Source Brokerage, Inc. — SBI 401(k) Plan, Form 5500 (2023)
Creator: Source Brokerage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBI 401(k) Plan

401(k) retirement plan · Source Brokerage, Inc.'s SBI 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeffrey Darnell signed Source Brokerage, Inc.'s 2023 Form 5500 as plan administrator.

Jeffrey Darnell — 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

Source Brokerage, Inc.'s EIN is 35-1796529.

EIN 35-1796529

Plan number 001

Plan year 2023

ACK ID 20240325112327NAL0013208688001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Source Brokerage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Source Brokerage, 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 SOURCE BROKERAGE, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score