Onesource Retirement Savings Plan — Form 5500 plan (Onesource Leasing Solutions, 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, Onesource Retirement Savings Plan is a benefit plan reported by Onesource Leasing Solutions, Inc. under EIN 23-3026303 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $15,799,977 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,786,425
Participants621Covered participants reported
Assets / participant$25.4KComputed: assets ÷ participants$25,443 (computed)
Provider compensation$127K4 Schedule C provider row(s)$127,043
- Plan sponsor
- Onesource Leasing Solutions, Inc.
- EIN
- 23-3026303
- Plan number
- 001
- Plan type
- 3
- Location
- Wilkes Barre, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 621 | H, C | 20241015203215NAL0015377843001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$13.6K
Full reported line items
Net assets
- Total assets (EOY)
- $15,799,977
- Total liabilities (EOY)
- $13,552
- Net assets (EOY)
- $15,786,425
- Net assets (BOY)
- $13,066,293
Income & contributions
- Employer contributions
- $703,630
- Participant contributions
- $1,289,992
- Total contributions
- $2,604,451
- Total income / additions
- $4,519,778
Expenses & distributions
- Benefits paid
- $1,679,495
- Administrative expenses
- $120,151
- Total expenses
- $1,799,646
- Net increase / (decrease)
- $2,720,132
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $70,988 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $28,920 | not reported in the loaded dataset | 2023 |
| N.A. Falcone & Associates Inc. | CONTRACT ADMIN | $3,444 | $11,657 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $12,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Onesource Leasing Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes Barre, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- N.A. Falcone & Associates Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation