Onetouchpoint Retirement Savings Plan — Form 5500 plan (Onetouchpoint Holdings, LLC)

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, Onetouchpoint Retirement Savings Plan is a benefit plan reported by Onetouchpoint Holdings, LLC under EIN 32-0369438 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $27,111,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onetouchpoint Holdings, LLC
EIN
32-0369438
Plan number
001
Plan type
2
Location
Hartland, WI
Latest filing year
2023
Participants
715
End-of-year plan assets
$27,111,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023715H, C20241010135043NAL0010053795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,111,727
Total liabilities (EOY)
$4,811
Net assets (EOY)
$27,106,916
Net assets (BOY)
$24,340,879

Income & contributions

Employer contributions
$0
Participant contributions
$1,472,807
Total contributions
$1,631,824
Total income / additions
$5,375,727

Expenses & distributions

Benefits paid
$2,444,096
Administrative expenses
$118,646
Total expenses
$2,609,690
Net increase / (decrease)
$2,766,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$45,204not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$38,244not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$35,198$02023

Related Form 5500 pages