Original filing (PDF)20230110154726NAL0007725827001

Source One Financial Services, LLC

Name: Source One Financial Services, LLC — Source One, Form 5500 (2022)
Creator: Source One Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Source One 401(k) Retirement Plan

401(k) retirement plan · Source One Financial Services, LLC's Source One 401(k) Retirement Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

MS. Meredith Johnson signed Source One Financial Services, LLC's 2022 Form 5500 as plan administrator.

MS. Meredith Johnson — 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 One Financial Services, LLC's EIN is 37-1799265.

EIN 37-1799265

Plan number 001

Plan year 2022

ACK ID 20230110154726NAL0007725827001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Source One Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Source One Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOURCE ONE FINANCIAL SERVICES, LLC.

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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