2023 Form 5500 filing — Onesource Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015203215NAL0015377843001) for Onesource Retirement Savings Plan, reported by Onesource Leasing Solutions, Inc. under EIN 23-3026303 and plan number 001. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203215NAL0015377843001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Onesource Leasing Solutions, Inc.
- EIN
- 23-3026303
- Plan number
- 001
- Location
- Wilkes Barre, PA
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,799,977
- Total liabilities (EOY)
- $13,552
- Net assets (EOY)
- $15,786,425
- Employer contributions
- $703,630
- Participant contributions
- $1,289,992
- Total income / additions
- $4,519,778
- Benefits paid
- $1,679,495
- Administrative expenses
- $120,151
- Total expenses
- $1,799,646
- Net increase / (decrease)
- $2,720,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $70,988 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $28,920 | not reported in the loaded dataset |
| N.A. Falcone & Associates Inc. | CONTRACT ADMIN | $3,444 | $11,657 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $12,034 | not reported in the loaded dataset |