401k Plan data: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN plan

SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 401k Plan overview

Plan Name	SERVICESOURCE, INC. 401(A) RETIREMENT PLAN
Plan identification number	002

SERVICESOURCE, INC. 401(A) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SERVICESOURCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: SERVICESOURCE, INC.

Employer identification number (EIN): 540901256

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Additional information about SERVICESOURCE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1971-12-03

Company Identification Number: 0135311

Legal Registered Office Address: 10467 WHITE GRANITE DRIVE

OAKTON
United States of America (USA)
22124-2763

More information about SERVICESOURCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICESOURCE, INC. 401(A) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 NATE HOOVER 2023-09-25
002 2021-01-01 NATE HOOVER 2022-09-27
002 2020-01-01 NATE HOOVER 2021-10-07
002 2020-01-01 NATE HOOVER 2021-09-28
002 2019-01-01 CRYSTAL WHEELER 2020-09-17
002 2018-01-01 CRYSTAL WHEELER 2019-09-20
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 TASHIA MALLETTE
002 2011-01-01 TASHIA MALLETTE
002 2009-01-01 MR THOMAS CHANG MR. THOMAS CHANG 2010-10-15
002 2009-01-01 MR THOMAS CHANG MR. THOMAS CHANG 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	NATE HOOVER	2023-09-25
002	2021-01-01	NATE HOOVER	2022-09-27
002	2020-01-01	NATE HOOVER	2021-10-07
002	2020-01-01	NATE HOOVER	2021-09-28
002	2019-01-01	CRYSTAL WHEELER	2020-09-17
002	2018-01-01	CRYSTAL WHEELER	2019-09-20
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	TASHIA MALLETTE
002	2011-01-01	TASHIA MALLETTE
002	2009-01-01	MR THOMAS CHANG		MR. THOMAS CHANG	2010-10-15
002	2009-01-01	MR THOMAS CHANG		MR. THOMAS CHANG	2010-10-11

Plan Statistics for SERVICESOURCE, INC. 401(A) RETIREMENT PLAN

401k plan membership statisitcs for SERVICESOURCE, INC. 401(A) RETIREMENT PLAN

Measure Date Value
2022: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,253
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,266
Number of retired or separated participants receiving benefits 2022-01-01 19
Number of other retired or separated participants entitled to future benefits 2022-01-01 265
Total of all active and inactive participants 2022-01-01 1,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,551
Number of participants with account balances 2022-01-01 1,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,495
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,360
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 151
Total of all active and inactive participants 2021-01-01 1,519
Total participants 2021-01-01 1,519
Number of participants with account balances 2021-01-01 1,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 65
2020: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,632
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,359
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 129
Total of all active and inactive participants 2020-01-01 1,494
Total participants 2020-01-01 1,494
Number of participants with account balances 2020-01-01 1,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 27
2019: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,731
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,468
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 142
Total of all active and inactive participants 2019-01-01 1,617
Total participants 2019-01-01 1,617
Number of participants with account balances 2019-01-01 1,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,827
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,482
Number of other retired or separated participants entitled to future benefits 2018-01-01 152
Total of all active and inactive participants 2018-01-01 1,634
Total participants 2018-01-01 1,634
Number of participants with account balances 2018-01-01 1,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,739
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,504
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 150
Total of all active and inactive participants 2017-01-01 1,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,662
Number of participants with account balances 2017-01-01 1,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,610
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,321
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 127
Total of all active and inactive participants 2016-01-01 1,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,458
Number of participants with account balances 2016-01-01 1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 21
2015: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,496
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,173
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 355
Total of all active and inactive participants 2015-01-01 1,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,539
Number of participants with account balances 2015-01-01 1,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15
2014: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,429
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,079
Number of retired or separated participants receiving benefits 2014-01-01 19
Number of other retired or separated participants entitled to future benefits 2014-01-01 355
Total of all active and inactive participants 2014-01-01 1,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,453
Number of participants with account balances 2014-01-01 1,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,425
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,062
Number of retired or separated participants receiving benefits 2013-01-01 16
Number of other retired or separated participants entitled to future benefits 2013-01-01 351
Total of all active and inactive participants 2013-01-01 1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,429
Number of participants with account balances 2013-01-01 1,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,409
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,047
Number of retired or separated participants receiving benefits 2012-01-01 14
Number of other retired or separated participants entitled to future benefits 2012-01-01 364
Total of all active and inactive participants 2012-01-01 1,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,425
Number of participants with account balances 2012-01-01 1,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,409
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,080
Number of other retired or separated participants entitled to future benefits 2011-01-01 329
Total of all active and inactive participants 2011-01-01 1,409
Total participants 2011-01-01 1,409
Number of participants with account balances 2011-01-01 1,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 242
2009: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,105
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,136
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 1,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,140
Number of participants with account balances 2009-01-01 1,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 24

Measure	Date	Value
2022: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,253
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,266
Number of retired or separated participants receiving benefits	2022-01-01	19
Number of other retired or separated participants entitled to future benefits	2022-01-01	265
Total of all active and inactive participants	2022-01-01	1,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,551
Number of participants with account balances	2022-01-01	1,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,495
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,360
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	151
Total of all active and inactive participants	2021-01-01	1,519
Total participants	2021-01-01	1,519
Number of participants with account balances	2021-01-01	1,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	65
2020: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,632
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,359
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	129
Total of all active and inactive participants	2020-01-01	1,494
Total participants	2020-01-01	1,494
Number of participants with account balances	2020-01-01	1,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	27
2019: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,731
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,468
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	142
Total of all active and inactive participants	2019-01-01	1,617
Total participants	2019-01-01	1,617
Number of participants with account balances	2019-01-01	1,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,827
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,482
Number of other retired or separated participants entitled to future benefits	2018-01-01	152
Total of all active and inactive participants	2018-01-01	1,634
Total participants	2018-01-01	1,634
Number of participants with account balances	2018-01-01	1,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,739
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,504
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	150
Total of all active and inactive participants	2017-01-01	1,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,662
Number of participants with account balances	2017-01-01	1,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,610
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,321
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	127
Total of all active and inactive participants	2016-01-01	1,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,458
Number of participants with account balances	2016-01-01	1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	21
2015: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,496
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,173
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	355
Total of all active and inactive participants	2015-01-01	1,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,539
Number of participants with account balances	2015-01-01	1,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15
2014: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,429
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,079
Number of retired or separated participants receiving benefits	2014-01-01	19
Number of other retired or separated participants entitled to future benefits	2014-01-01	355
Total of all active and inactive participants	2014-01-01	1,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,453
Number of participants with account balances	2014-01-01	1,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,425
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,062
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	351
Total of all active and inactive participants	2013-01-01	1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,429
Number of participants with account balances	2013-01-01	1,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,409
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,047
Number of retired or separated participants receiving benefits	2012-01-01	14
Number of other retired or separated participants entitled to future benefits	2012-01-01	364
Total of all active and inactive participants	2012-01-01	1,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,425
Number of participants with account balances	2012-01-01	1,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,409
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,080
Number of other retired or separated participants entitled to future benefits	2011-01-01	329
Total of all active and inactive participants	2011-01-01	1,409
Total participants	2011-01-01	1,409
Number of participants with account balances	2011-01-01	1,387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	242
2009: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,105
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,136
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	1,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,140
Number of participants with account balances	2009-01-01	1,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	24

Financial Data on SERVICESOURCE, INC. 401(A) RETIREMENT PLAN

Measure	Date	Value
2022 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,589,487
Total of all expenses incurred	2022-12-31	$1,077,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,029,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,057,647
Value of total assets at end of year	2022-12-31	$19,898,704
Value of total assets at beginning of year	2022-12-31	$23,565,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$47,242
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$756,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$756,684
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,666,609
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,898,704
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,565,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$47,242
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,982,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,821,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$859,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$707,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,403,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,057,647
Employer contributions (assets) at end of year	2022-12-31	$1,056,570
Employer contributions (assets) at beginning of year	2022-12-31	$1,036,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,029,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2022-12-31	222428965
2021 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,509,417
Total of all expenses incurred	2021-12-31	$1,127,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,054,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,038,232
Value of total assets at end of year	2021-12-31	$23,565,313
Value of total assets at beginning of year	2021-12-31	$21,183,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$73,389
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$550,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$550,003
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,381,865
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,565,313
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,183,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$73,389
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,821,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,566,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$707,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$665,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,921,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,038,232
Employer contributions (assets) at end of year	2021-12-31	$1,036,239
Employer contributions (assets) at beginning of year	2021-12-31	$951,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,054,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2021-12-31	222428965
2020 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,415,417
Total of all expenses incurred	2020-12-31	$1,125,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,061,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$957,246
Value of total assets at end of year	2020-12-31	$21,183,448
Value of total assets at beginning of year	2020-12-31	$18,893,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,669
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$510,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$510,229
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,290,184
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,183,448
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,893,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$63,669
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,566,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,342,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$665,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$548,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,947,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$957,246
Employer contributions (assets) at end of year	2020-12-31	$951,725
Employer contributions (assets) at beginning of year	2020-12-31	$1,002,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,061,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2020-12-31	222428965
2019 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,026,386
Total of all expenses incurred	2019-12-31	$1,194,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,128,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$996,807
Value of total assets at end of year	2019-12-31	$18,893,264
Value of total assets at beginning of year	2019-12-31	$16,061,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$66,519
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$423,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$423,405
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,831,838
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,893,264
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,061,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$66,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,342,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,512,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$548,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$581,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,606,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$996,807
Employer contributions (assets) at end of year	2019-12-31	$1,002,455
Employer contributions (assets) at beginning of year	2019-12-31	$966,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,128,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOMES, LOWRY, HORN, & JONSHON, LTD.
Accountancy firm EIN	2019-12-31	540975470
2018 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$104,804
Total of all expenses incurred	2018-12-31	$1,165,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,097,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$972,761
Value of total assets at end of year	2018-12-31	$16,061,426
Value of total assets at beginning of year	2018-12-31	$17,122,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$68,067
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$439,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$439,580
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,060,691
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,061,426
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,122,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$68,067
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,512,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,555,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$581,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$643,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,307,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$972,761
Employer contributions (assets) at end of year	2018-12-31	$966,906
Employer contributions (assets) at beginning of year	2018-12-31	$923,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,097,428
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOMES, LOWRY, HORN, & JOHNSON, LTD.
Accountancy firm EIN	2018-12-31	540975470
2017 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,217,107
Total of all expenses incurred	2017-12-31	$1,100,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,026,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$936,482
Value of total assets at end of year	2017-12-31	$17,122,117
Value of total assets at beginning of year	2017-12-31	$15,005,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$74,116
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$437,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$437,617
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,116,565
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,122,117
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,005,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$74,116
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,555,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,536,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$643,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$653,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,843,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$936,482
Employer contributions (assets) at end of year	2017-12-31	$923,659
Employer contributions (assets) at beginning of year	2017-12-31	$816,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,026,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2017-12-31	540975470
2016 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,796,991
Total of all expenses incurred	2016-12-31	$996,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$913,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$820,979
Value of total assets at end of year	2016-12-31	$15,005,552
Value of total assets at beginning of year	2016-12-31	$14,204,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$82,286
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$348,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$348,555
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$800,764
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,005,552
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,204,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$82,286
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,536,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,931,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$653,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$530,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$627,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$820,979
Employer contributions (assets) at end of year	2016-12-31	$816,093
Employer contributions (assets) at beginning of year	2016-12-31	$742,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$913,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2016-12-31	540975470
2015 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$629,671
Total of all expenses incurred	2015-12-31	$1,184,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,055,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$745,337
Value of total assets at end of year	2015-12-31	$14,204,788
Value of total assets at beginning of year	2015-12-31	$14,759,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$129,719
Total interest from all sources	2015-12-31	$7,234
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$481,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$481,994
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-555,165
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,204,788
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,759,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$129,719
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,931,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,675,445
Interest earned on other investments	2015-12-31	$7,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$530,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$390,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-604,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$745,337
Employer contributions (assets) at end of year	2015-12-31	$742,078
Employer contributions (assets) at beginning of year	2015-12-31	$694,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,055,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2015-12-31	540975470
2014 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,710,933
Total of all expenses incurred	2014-12-31	$1,019,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$879,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$792,944
Value of total assets at end of year	2014-12-31	$14,759,953
Value of total assets at beginning of year	2014-12-31	$14,068,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$139,086
Total interest from all sources	2014-12-31	$5,045
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$304,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$304,002
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$691,865
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,759,953
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,068,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$139,086
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,675,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,053,258
Interest earned on other investments	2014-12-31	$5,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$390,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$441,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$608,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$792,944
Employer contributions (assets) at end of year	2014-12-31	$694,289
Employer contributions (assets) at beginning of year	2014-12-31	$573,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$879,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2014-12-31	540975470
2013 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,856,269
Total of all expenses incurred	2013-12-31	$1,112,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$972,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$573,575
Value of total assets at end of year	2013-12-31	$14,068,088
Value of total assets at beginning of year	2013-12-31	$12,323,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$139,657
Total interest from all sources	2013-12-31	$4,626
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$518,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$518,565
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,744,141
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,068,088
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,323,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$139,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,053,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,377,216
Interest earned on other investments	2013-12-31	$4,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$441,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$332,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,759,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$573,575
Employer contributions (assets) at end of year	2013-12-31	$573,575
Employer contributions (assets) at beginning of year	2013-12-31	$613,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$972,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2013-12-31	540975470
2012 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,976,886
Total of all expenses incurred	2012-12-31	$1,190,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,106,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$616,408
Value of total assets at end of year	2012-12-31	$12,323,947
Value of total assets at beginning of year	2012-12-31	$11,537,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$84,588
Total interest from all sources	2012-12-31	$10,581
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$10,344
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$786,145
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,323,947
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,537,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$84,588
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,377,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,749,638
Interest earned on other investments	2012-12-31	$10,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$332,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$567,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,339,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$616,408
Employer contributions (assets) at end of year	2012-12-31	$613,947
Employer contributions (assets) at beginning of year	2012-12-31	$220,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,106,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2012-12-31	540975470
2011 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$-90,492
Total of all expenses incurred	2011-12-31	$666,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$658,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$235,498
Value of total assets at end of year	2011-12-31	$11,537,802
Value of total assets at beginning of year	2011-12-31	$12,294,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,174
Total interest from all sources	2011-12-31	$458
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$152,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$152,249
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Total non interest bearing cash at beginning of year	2011-12-31	$14,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-756,951
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,537,802
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,294,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,749,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,225,182
Interest earned on other investments	2011-12-31	$458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$567,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$466,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-478,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$235,498
Employer contributions (assets) at end of year	2011-12-31	$220,188
Employer contributions (assets) at beginning of year	2011-12-31	$588,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$658,285
Contract administrator fees	2011-12-31	$8,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOMES, LOWRY, HORN & JOHNSON, LTD.
Accountancy firm EIN	2011-12-31	540975470
2010 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,137,274
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,015,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,010,804
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$655,169
Value of total assets at end of year	2010-12-31	$12,294,753
Value of total assets at beginning of year	2010-12-31	$11,172,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,379
Total interest from all sources	2010-12-31	$20,793
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$142,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$142,784
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$12,690
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$14,059
Total non interest bearing cash at beginning of year	2010-12-31	$8,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,122,091
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,294,753
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,172,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,225,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,118,619
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$0
Interest earned on other investments	2010-12-31	$20,793
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$466,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$626,659
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,318,528
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$655,169
Employer contributions (assets) at end of year	2010-12-31	$588,706
Employer contributions (assets) at beginning of year	2010-12-31	$406,074
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,010,804
Contract administrator fees	2010-12-31	$4,379
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SERVICESOURCE, INC. 401(A) RETIREMENT PLAN

2022: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SERVICESOURCE, INC. 401(A) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

765671-02

Policy instance

Insurance contract or identification number	765671-02
Number of Individuals Covered	73
Insurance policy start date	2022-09-10
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266-2

Policy instance

Insurance contract or identification number	MR 60266-2
Number of Individuals Covered	1544
Insurance policy start date	2022-01-01
Insurance policy end date	2022-09-09
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266-2

Policy instance

Insurance contract or identification number	MR 60266-2
Number of Individuals Covered	1519
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266-2

Policy instance

Insurance contract or identification number	MR 60266-2
Number of Individuals Covered	1494
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266-2

Policy instance

Insurance contract or identification number	MR 60266-2
Number of Individuals Covered	1617
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266-2

Policy instance

Insurance contract or identification number	MR 60266-2
Number of Individuals Covered	1662
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266

Policy instance

Insurance contract or identification number	MR 60266
Number of Individuals Covered	1539
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $509
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $509
Insurance broker organization code?	1
Insurance broker name	USI SECURITIES INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266

Policy instance

Insurance contract or identification number	MR 60266
Number of Individuals Covered	1453
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $431
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $431
Insurance broker organization code?	1
Insurance broker name	USI SECURITIES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266

Policy instance

Insurance contract or identification number	MR 60266
Number of Individuals Covered	1429
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $370
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $370
Insurance broker organization code?	1
Insurance broker name	USI SECURITIES

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50851

Policy instance

Insurance contract or identification number	50851
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	STEPHANUS VAN BLOMMESTEIN

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50851

Policy instance

Insurance contract or identification number	50851
Number of Individuals Covered	38
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	STEPHANUS VAN BLOMMESTEIN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266

Policy instance

Insurance contract or identification number	MR 60266
Number of Individuals Covered	1425
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $296
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $296
Insurance broker organization code?	1
Insurance broker name	USI SECURITIES

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266

Policy instance

Insurance contract or identification number	MR 60266
Number of Individuals Covered	1409
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50851

Policy instance

Insurance contract or identification number	50851
Number of Individuals Covered	40
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $24
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60266

Policy instance

Insurance contract or identification number	MR 60266
Number of Individuals Covered	1409
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50851

Policy instance

Insurance contract or identification number	50851
Number of Individuals Covered	45
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	SERVICESOURCE, INC.
Employer identification number (EIN):	540901256
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1971-12-03
Company Identification Number:	0135311
Legal Registered Office Address:	10467 WHITE GRANITE DRIVE OAKTON United States of America (USA) 22124-2763