How big is Source One Group's plan?

Source One Group's plan reported $83K in assets for 2022.

Original filing (PDF)20230919175922NAL0000793267001

Source One Group

Name: Source One Group — Trucept Synergy 401(k) Plan, Form 5500 (2022)
Creator: Source One Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trucept Synergy 401(k) Plan

401(k) retirement plan · Source One Group's Trucept Synergy 401(k) Plan reported $83K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

People on this filing

Norman Tipton signed Source One Group's 2022 Form 5500 as plan administrator.

Norman Tipton — 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 Group's EIN is 90-0749326.

EIN 90-0749326

Plan number 063

Plan year 2022

ACK ID 20230919175922NAL0000793267001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Source One Group's plan includes profit-sharing, 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 GROUP.

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Plan health score

Above-average plan

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