401k Plan data: SOURCE CODE GROUP 401(K) PLAN plan

SOURCE CODE GROUP 401(K) PLAN 401k Plan overview

Plan Name	SOURCE CODE GROUP 401(K) PLAN
Plan identification number	001

SOURCE CODE GROUP 401(K) 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOURCE CODE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SOURCE CODE CORPORATION

Employer identification number (EIN): 043150778

NAIC Classification: 334110

Additional information about SOURCE CODE CORPORATION

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1996-05-07

Company Identification Number: 0465529

Legal Registered Office Address: 11306 BEECH RIDGE COURT

FAIRFAX
United States of America (USA)
22030-4601

More information about SOURCE CODE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOURCE CODE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 NAHAL NABAVI
001 2016-01-01 NAHAL ATAIE
001 2015-01-01 NAHAL ATAIE 2016-06-24
001 2014-01-01 NAHAL NABAVI 2015-06-04
001 2013-01-01 NAHAL NABAVI 2014-08-26
001 2012-01-01 NAHAL NABAVI
001 2011-01-01 NAHAL NABAVI
001 2009-01-01 NAHAL NABAVI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	NAHAL NABAVI
001	2016-01-01	NAHAL ATAIE
001	2015-01-01	NAHAL ATAIE	2016-06-24
001	2014-01-01	NAHAL NABAVI	2015-06-04
001	2013-01-01	NAHAL NABAVI	2014-08-26
001	2012-01-01	NAHAL NABAVI
001	2011-01-01	NAHAL NABAVI
001	2009-01-01	NAHAL NABAVI

Plan Statistics for SOURCE CODE GROUP 401(K) PLAN

401k plan membership statisitcs for SOURCE CODE GROUP 401(K) PLAN

Measure Date Value
2017: SOURCE CODE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 156
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 164
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOURCE CODE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 130
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 139
Number of participants with account balances 2016-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2012: SOURCE CODE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 88
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 94
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOURCE CODE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 92
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 99
Number of participants with account balances 2011-01-01 57
2009: SOURCE CODE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 87
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 13
Total of all active and inactive participants 2009-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 100
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: SOURCE CODE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	156
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	164
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOURCE CODE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	130
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	139
Number of participants with account balances	2016-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2012: SOURCE CODE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	88
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	94
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOURCE CODE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	92
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	99
Number of participants with account balances	2011-01-01	57
2009: SOURCE CODE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	87
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	13
Total of all active and inactive participants	2009-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	100
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOURCE CODE GROUP 401(K) PLAN

Measure	Date	Value
2017 : SOURCE CODE GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,103,788
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$205,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$180,511
Value of total corrective distributions	2017-12-31	$19,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,148,138
Value of total assets at end of year	2017-12-31	$8,576,345
Value of total assets at beginning of year	2017-12-31	$5,678,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,595
Total interest from all sources	2017-12-31	$1,954
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$9,077
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	$9,077
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$807,890
Participant contributions at end of year	2017-12-31	$92,352
Participant contributions at beginning of year	2017-12-31	$116,269
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,340,248
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	$2,897,806
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,576,345
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,678,539
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$977,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$714,527
Interest on participant loans	2017-12-31	$1,954
Value of interest in common/collective trusts at end of year	2017-12-31	$7,506,527
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,847,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$123,999
Net investment gain or loss from common/collective trusts	2017-12-31	$820,620
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$180,511
Contract administrator fees	2017-12-31	$5,595
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : SOURCE CODE GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$891,710
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$73,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$67,312
Value of total corrective distributions	2016-12-31	$4,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$515,083
Value of total assets at end of year	2016-12-31	$5,678,539
Value of total assets at beginning of year	2016-12-31	$4,860,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,961
Total interest from all sources	2016-12-31	$2,126
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,338
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	$8,338
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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
Contributions received from participants	2016-12-31	$446,534
Participant contributions at end of year	2016-12-31	$116,269
Participant contributions at beginning of year	2016-12-31	$123,873
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$68,549
Administrative expenses (other) incurred	2016-12-31	$1,961
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	$817,764
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,678,539
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,860,775
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$714,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$647,627
Interest on participant loans	2016-12-31	$2,126
Value of interest in common/collective trusts at end of year	2016-12-31	$4,847,743
Value of interest in common/collective trusts at beginning of year	2016-12-31	$4,089,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$70,057
Net investment gain or loss from common/collective trusts	2016-12-31	$296,106
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$67,312
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	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2012 : SOURCE CODE GROUP 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$2,092
Total unrealized appreciation/depreciation of assets	2012-12-31	$2,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$15,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$521,611
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$71,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$64,296
Value of total corrective distributions	2012-12-31	$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$209,864
Value of total assets at end of year	2012-12-31	$3,263,717
Value of total assets at beginning of year	2012-12-31	$2,798,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,106
Total interest from all sources	2012-12-31	$1,300
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
Contributions received from participants	2012-12-31	$209,864
Participant contributions at end of year	2012-12-31	$36,375
Participant contributions at beginning of year	2012-12-31	$49,300
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$2,644
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$182,597
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$228,925
Administrative expenses (other) incurred	2012-12-31	$5,972
Total non interest bearing cash at end of year	2012-12-31	$1,747
Total non interest bearing cash at beginning of year	2012-12-31	$1,747
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	$449,896
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,248,394
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,798,498
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
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,042,998
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,515,882
Interest on participant loans	2012-12-31	$1,300
Net investment gain/loss from pooled separate accounts	2012-12-31	$308,355
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$64,296
Contract administrator fees	2012-12-31	$134
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
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$15,323
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2012-12-31	042684828
2011 : SOURCE CODE GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$213,973
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$235,400
Value of total assets at end of year	2011-12-31	$2,798,498
Value of total assets at beginning of year	2011-12-31	$2,589,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,624
Total interest from all sources	2011-12-31	$1,470
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
Contributions received from participants	2011-12-31	$235,400
Participant contributions at end of year	2011-12-31	$49,300
Participant contributions at beginning of year	2011-12-31	$46,972
Participant contributions at end of year	2011-12-31	$2,644
Participant contributions at beginning of year	2011-12-31	$2,680
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$228,925
Administrative expenses (other) incurred	2011-12-31	$3,480
Total non interest bearing cash at end of year	2011-12-31	$1,747
Total non interest bearing cash at beginning of year	2011-12-31	$63
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	$209,355
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,798,498
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,589,143
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 pooled separate accounts at end of year	2011-12-31	$2,515,882
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,539,428
Interest on participant loans	2011-12-31	$1,470
Net investment gain/loss from pooled separate accounts	2011-12-31	$-22,897
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$994
Contract administrator fees	2011-12-31	$144
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	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2011-12-31	042684828
2010 : SOURCE CODE GROUP 401(K) 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	$507,094
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$115,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$111,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$238,193
Value of total assets at end of year	2010-12-31	$2,589,143
Value of total assets at beginning of year	2010-12-31	$2,198,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,098
Total interest from all sources	2010-12-31	$1,245
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$3,932
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
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	$236,142
Participant contributions at end of year	2010-12-31	$46,972
Participant contributions at beginning of year	2010-12-31	$36,513
Participant contributions at end of year	2010-12-31	$2,680
Participant contributions at beginning of year	2010-12-31	$3,643
Administrative expenses (other) incurred	2010-12-31	$166
Total non interest bearing cash at end of year	2010-12-31	$63
Total non interest bearing cash at beginning of year	2010-12-31	$63
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
Income. Non cash contributions	2010-12-31	$2,051
Value of net income/loss	2010-12-31	$391,095
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,589,143
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,198,048
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
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,539,428
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,157,829
Interest on participant loans	2010-12-31	$1,245
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	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$267,595
Net investment gain or loss from common/collective trusts	2010-12-31	$61
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$111,901
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	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2010-12-31	042684828
2009 : SOURCE CODE GROUP 401(K) 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 SOURCE CODE GROUP 401(K) PLAN

2017: SOURCE CODE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOURCE CODE GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2012: SOURCE CODE GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
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: SOURCE CODE GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
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: SOURCE CODE GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

77207

Policy instance

Insurance contract or identification number	77207
Number of Individuals Covered	94
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12,117
Total amount of fees paid to insurance company	USD $7,499
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7499
Additional information about fees paid to insurance broker	TPA FEES AND TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,952
Insurance broker name	GRADIENT SECURITIES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

77207

Policy instance

Insurance contract or identification number	77207
Number of Individuals Covered	57
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $10,965
Total amount of fees paid to insurance company	USD $4,904
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

77207

Policy instance

Insurance contract or identification number	77207
Number of Individuals Covered	59
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $12,203
Total amount of fees paid to insurance company	USD $5,095
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
Commission paid to Insurance Broker	USD $9,237
Insurance broker organization code?	3
Amount paid for insurance broker fees	5095
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker name	LPL FINANCIAL CORPORATION

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Company Name:	SOURCE CODE CORPORATION
Employer identification number (EIN):	043150778
NAIC Classification:	334110

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1996-05-07
Company Identification Number:	0465529
Legal Registered Office Address:	11306 BEECH RIDGE COURT FAIRFAX United States of America (USA) 22030-4601