Logo

THE SOURCERY PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE SOURCERY PROFIT SHARING PLAN
Plan identification number 002

THE SOURCERY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='820540467' AND PlanID='002'

401k Sponsoring company profile

THE SOURCERY has sponsored the creation of one or more 401k plans.

Company Name:THE SOURCERY
Employer identification number (EIN):820540467
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOURCERY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DEBRA L. ROSOVE, TRUSTEE2019-10-04 DEBRA L. ROSOVE, PRESIDENT2019-10-04
0022016-01-01DEBRA L. ROSOVE, TRUSTEE DEBRA L. ROSOVE, PRESIDENT2017-10-10
0022015-01-01DEBRA L. ROSOVE, TRUSTEE DEBRA L. ROSOVE, PRESIDENT2016-10-15

Financial Data on THE SOURCERY PROFIT SHARING PLAN

Measure Date Value
2025 : THE SOURCERY PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0332199
Net assets as of the end of the plan year2025-10-033428194
Total assets as of the beginning of the plan year2025-10-033072408
Value of plan covered by a fidelity bond2025-10-03350000
Other expenses paid from plan in this plan year2025-10-0332199
Other income to plan in this plan year2025-10-03366245
Plan net income in this plan year2025-10-03355786
Net assets as of the end of the plan year2025-10-033428194
Net assets as of the beginning of the plan year2025-10-033072408
Employer contributions to plan in this plan year2025-10-0321740
2024 : THE SOURCERY PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0724656
Net assets as of the end of the plan year2024-10-073072408
Total assets as of the beginning of the plan year2024-10-072762994
Value of plan covered by a fidelity bond2024-10-07310000
Other expenses paid from plan in this plan year2024-10-0724656
Other income to plan in this plan year2024-10-07311894
Plan net income in this plan year2024-10-07309414
Net assets as of the end of the plan year2024-10-073072408
Net assets as of the beginning of the plan year2024-10-072762994
Employer contributions to plan in this plan year2024-10-0722176
2022 : THE SOURCERY PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-112605
Net assets as of the end of the plan year2022-10-11346741
Total assets as of the beginning of the plan year2022-10-11260096
Value of plan covered by a fidelity bond2022-10-1135000
Other expenses paid from plan in this plan year2022-10-112605
Other income to plan in this plan year2022-10-1121750
Plan net income in this plan year2022-10-1186645
Net assets as of the end of the plan year2022-10-11346741
Net assets as of the beginning of the plan year2022-10-11260096
Employer contributions to plan in this plan year2022-10-1167500
2016 : THE SOURCERY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,641
Expenses. Total of all expenses incurred2016-12-31$33
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$37,367
Total plan assets at beginning of year2016-12-31$34,759
Value of fidelity bond covering the plan2016-12-31$180,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$33
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$2,641
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$2,608
Net plan assets at end of year (total assets less liabilities)2016-12-31$37,367
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$34,759
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : THE SOURCERY PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-3,548
Expenses. Total of all expenses incurred2015-12-31$140
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$34,759
Total plan assets at beginning of year2015-12-31$38,447
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$140
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-3,548
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-3,688
Net plan assets at end of year (total assets less liabilities)2015-12-31$34,759
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$38,447
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1