Original filing (PDF)20251023090610NAL0002182595001

SOURCE FOUR, INC.

Name: SOURCE FOUR, INC. — SOURCE FOUR, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOURCE FOUR, INC.

Form 5500-SF

FILING_RECEIVED

SOURCE FOUR, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOURCE FOUR, INC..

Plan sponsor

Name

SOURCE FOUR, INC.

EIN

84-1323512

Address

321 SOUTH COUNTY ROAD 13 · BERTHOUD, CO · 80513

Phone

(303) 893-1515

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-10-23

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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