How big is Source One LLC's plan?

Source One LLC's plan reported $848K in assets and 9 participants for 2023.

Original filing (PDF)20240723101942NAL0011080737001

Source One LLC

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

Form 5500-SF

FILING_RECEIVED

Source One 401(k) Plan

401(k) retirement plan · Source One LLC's Source One 401(k) Plan held $848K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

People on this filing

Chris Horne signed Source One LLC's 2023 Form 5500 as plan administrator.

Chris Horne — 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 LLC's EIN is 47-5376883.

EIN 47-5376883

Plan number 002

Plan year 2023

ACK ID 20240723101942NAL0011080737001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Source One LLC'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 ONE LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOURCE ONE LLC

EIN

all filings

Address

PO BOX 251728 · PLANO, TX · 750251728

Phone

(972) 801-2190

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Core 3 Physical Therapy

Core 3 Physical Therapy 401(k) Plan

$848K · 24 participants

Language & Movement

Language & Movement 401(k) Plan

$849K · 10 participants

In Touch Therapy, PLC

In Touch Therapy, PLC 401(k) Plan

$852K · 5 participants

Precision Pain Care and Rehabi

Precision Pain Care and Rehabi 401(k) Profit Sharing Plan & Trust

$852K · 10 participants

CAMP Hippo Pediatric Therapy LLC

CAMP Hippo 401(k) Plan

$843K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.