Benefit Source, Inc.

Iowa

Registered In

09/26/2001

Incorp. Date

Company Summary

Benefit Source, Inc. in Iowa was registered on 09/26/2001.

Iowa Registered Agents Inc Registered Agent

400 LOCUST ST STE 400, DES MOINES, IA 50309

Form 5500

4000 Westown Parkway Suite 110, West Des Moines, Ia 50266 (515) 453-9462 EIN:42-1525406 Plan Admin:Jessica Gourley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBENEFIT SOURCE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$3,449,924 / $4,181,705	2023	BENEFIT SOURCE, INC. 401(K) PLAN - Plan #001	16 / 18	$3,449,924 / $4,181,705
2022	Plan NameBENEFIT SOURCE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$3,819,057 / $3,449,924	2022	BENEFIT SOURCE, INC. 401(K) PLAN - Plan #001	14 / 15	$3,819,057 / $3,449,924
2021	Plan NameBENEFIT SOURCE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$3,307,800 / $3,819,057	2021	BENEFIT SOURCE, INC. 401(K) PLAN - Plan #001	14 / 14	$3,307,800 / $3,819,057
2020	Plan NameBENEFIT SOURCE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$2,706,747 / $3,307,800	2020	BENEFIT SOURCE, INC. 401(K) PLAN - Plan #001	16 / 14	$2,706,747 / $3,307,800
2019	Plan NameBENEFIT SOURCE, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$2,052,716 / $2,706,747	2019	BENEFIT SOURCE, INC. 401(K) PLAN - Plan #001	16 / 14	$2,052,716 / $2,706,747

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4000 Westown Pkwy STE 110, WEST DES MOINES, IA 50266-1010 Industry:Direct Health and Medical Insurance Carriers Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$196,800 Forgiven$198,865 LenderBankers Trust Company Jobs12	04/10/2020	$196,800	$198,865	Bankers Trust Company	12

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Professional Benefit Source, Inc. Registered in Michigan	Macomb, MI Sterling Heights, MI	View Report
The Benefit Source, Inc. Registered in Ohio	South Euclid, OH	View Report
Benefit Source Inc. Registered in California	Greenville, SC Sacramento, CA (1 more)	View Report
Benefit Source, Inc Registered in Massachusetts	Greenville, SC	View Report
Benefit Source, Inc Registered in North Dakota	Greenville, SC Bismarck, ND	View Report
Benefit Source, Inc. Registered in Virginia	Greenville, SC Norfolk, VA	View Report
Benefit Source, Inc. Registered in Idaho	Greenville, SC	View Report
The Benefit Source, Inc. Registered in Georgia	Sharpsburg, GA	View Report
Benefit Source, Inc. Registered in North Carolina	Charlotte, NC Greenville, SC	View Report
Benefit Source, Inc. Registered in Colorado	Denver, CO Westminster, CO	View Report
The Benefit Source, Inc. Registered in Alabama		View Report
One Benefit Source, Inc. Registered in Utah	Milwaukee, WI Salt Lake City, UT	View Report
Benefit Source Inc Registered in Colorado	Greenville, SC Centennial, CO	View Report
Benefit Source, Inc. Registered in Oklahoma	Edmond, OK Greenville, SC	View Report
The Benefit Source, Inc. Registered in Texas	Grapevine, TX Irving, TX	View Report
One Benefit Source, Inc Registered in Idaho	Los Angeles, CA	View Report
Employer Benefit Source, Inc. Registered in Nevada	Henderson, NV	View Report
Benefit Source, Inc. Registered in Missouri	West Des Moines, IA	View Report
The One Benefit Source, Inc. Registered in Missouri	Clayton, MO Milwaukee, WI	View Report

The following government agencies have contributed data:

Iowa Secretary of State U.S. Department of Labor U.S. Small Business Administration

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