Plan5500

Oneshield, Inc. 401(K) Retirement Plan — Form 5500 plan (Oneshield, Inc.)

Plain-English plan 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, Oneshield, Inc. 401(K) Retirement Plan is a benefit plan reported by Oneshield, Inc. under EIN 04-6897296 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $22,531,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oneshield, Inc.
EIN
04-6897296
Plan number
001
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
171
End-of-year plan assets
$22,531,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20240709140715NAL0008783987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,531,965
Total liabilities (EOY)
$0
Net assets (EOY)
$22,531,965
Net assets (BOY)
$19,269,728

Income & contributions

Employer contributions
$654,426
Participant contributions
$1,459,662
Total contributions
$2,206,015
Total income / additions
$5,627,511

Expenses & distributions

Benefits paid
$2,292,858
Administrative expenses
$54,635
Total expenses
$2,365,274
Net increase / (decrease)
$3,262,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT ADVISOR$24,724not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,107$02023
Empower Advisory Group, LLCINVESTMENT MGMT$12,803not reported in the loaded dataset2023

Related Form 5500 pages