Sourcewise

California
Registered In
05/13/1974
Incorp. Date

Company Summary

Sourcewise at 3100 De La Cruz Blvd STE 310, Santa Clara, Ca 95054 lists Aneliza Del Pinal and Matthew Woodruff of Santa Clara, CA as associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
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Aneliza Del Pinal Individual Agent
3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054
Aneliza Del Pinal CEO
3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054
Matthew Woodruff Chief Financial Officer
3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054
Sonya Casares Vice President
3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054
Jeff Tepper Secretary
3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054
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3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054 (Mailing) View Map

Financial Information for Sourcewise

Form 5500

SOURCEWISE

3100 De La Cruz Blvd. STE 310, Santa Clara, Ca 95054 (408) 350-3200 EIN:94-2256503 Plan Admin:Aneliza Del Pinal
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSOURCEWISE 403(B) PLAN Plan #002 Participants BOY/EOY78 / 94 Assets BOY/EOY$2,603,396 / $2,335,873 2022 SOURCEWISE 403(B) PLAN - Plan #002 78 / 94 $2,603,396 / $2,335,873
2022 Plan NameSOURCEWISE MONEY PURCHASE PENSION PLAN Plan #001 Participants BOY/EOY113 / 121 Assets BOY/EOY$0 / $0 2022 SOURCEWISE MONEY PURCHASE PENSION PLAN - Plan #001 113 / 121 $0 / $0
2021 Plan NameSOURCEWISE 403(B) PLAN Plan #002 Participants BOY/EOY98 / 78 Assets BOY/EOY$2,075,750 / $2,603,396 2021 SOURCEWISE 403(B) PLAN - Plan #002 98 / 78 $2,075,750 / $2,603,396
2021 Plan NameSOURCEWISE MONEY PURCHASE PENSION PLAN Plan #001 Participants BOY/EOY84 / 111 Assets BOY/EOY$0 / $0 2021 SOURCEWISE MONEY PURCHASE PENSION PLAN - Plan #001 84 / 111 $0 / $0
2020 Plan NameSOURCEWISE MONEY PURCHASE PENSION PLAN Plan #001 Participants BOY/EOY110 / 84 Assets BOY/EOY$3,134,805 / $2,425,483 2020 SOURCEWISE MONEY PURCHASE PENSION PLAN - Plan #001 110 / 84 $3,134,805 / $2,425,483
2020 Plan NameSOURCEWISE 403(B) PLAN Plan #002 Participants BOY/EOY65 / 98 Assets BOY/EOY$2,247,043 / $2,075,750 2020 SOURCEWISE 403(B) PLAN - Plan #002 65 / 98 $2,247,043 / $2,075,750
2019 Plan NameSOURCEWISE MONEY PURCHASE PENSION PLAN Plan #001 Participants BOY/EOY81 / 0 Assets BOY/EOY$2,666,542 / $3,134,805 2019 SOURCEWISE MONEY PURCHASE PENSION PLAN - Plan #001 81 / 0 $2,666,542 / $3,134,805
2019 Plan NameSOURCEWISE 403(B) PLAN Plan #002 Participants BOY/EOY38 / 65 Assets BOY/EOY$1,902,702 / $2,247,043 2019 SOURCEWISE 403(B) PLAN - Plan #002 38 / 65 $1,902,702 / $2,247,043
Benefit & Retirement Plans based on Form 5500.
Form 990

SOURCEWISE

3100 De La Cruz Blvd STE 310, Santa Clara, Ca 95054-2452 EIN:94-2256503 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization Type:Senior Centers
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps129 Contributions$17,855,308 Revenue$17,866,035 Expenses$18,144,770 Assets EOY$7,993,096 Liabilities$6,266,845 2022 129 $17,855,308 $17,866,035 $18,144,770 $7,993,096 $6,266,845
2021 # of Emps129 Contributions$15,981,209 Revenue$16,031,335 Expenses$16,638,618 Assets EOY$7,787,611 Liabilities$5,782,625 2021 129 $15,981,209 $16,031,335 $16,638,618 $7,787,611 $5,782,625
2020 # of Emps109 Contributions$13,676,328 Revenue$13,963,717 Expenses$14,046,833 Assets EOY$6,722,642 Liabilities$4,110,373 2020 109 $13,676,328 $13,963,717 $14,046,833 $6,722,642 $4,110,373
2019 # of Emps109 Contributions$12,364,651 Revenue$12,564,626 Expenses$12,883,714 Assets EOY$5,216,169 Liabilities$2,357,270 2019 109 $12,364,651 $12,564,626 $12,883,714 $5,216,169 $2,357,270
2018 # of Emps121 Contributions$11,247,758 Revenue$11,370,802 Expenses$11,925,073 Assets EOY$5,449,568 Liabilities$2,582,758 2018 121 $11,247,758 $11,370,802 $11,925,073 $5,449,568 $2,582,758
Tax Returns based on Form 990 & 990N.
Address Match:3100 De La Cruz Blvd Ste 310 Santa Clara, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor Internal Revenue Service
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