One Call Concepts, Inc. 401k Plan — Form 5500 plan (One Call Concepts, 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, One Call Concepts, Inc. 401k Plan is a benefit plan reported by One Call Concepts, Inc. under EIN 52-1273782 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $20,787,123 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.5MPlan net assets, end of year$20,458,439
Participants434Covered participants reported
Assets / participant$47.9KComputed: assets ÷ participants$47,897 (computed)
Provider compensation$3.3K1 Schedule C provider row(s)$3,305
Plan sponsor
One Call Concepts, Inc.
EIN
52-1273782
Plan number
001
Plan type
2
Location
Hanover, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20241014142457NAL0013447715001
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)$20.8M total assets
Net assets$20.5MLiabilities$328.7K
Money in vs. money out
Total income / additions$4.7M
Total expenses$722.4K
Benefits paid / distributions$370.1K
Contributions
Employer$529.2K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$20,787,123
Total liabilities (EOY)
$328,684
Net assets (EOY)
$20,458,439
Net assets (BOY)
$16,492,130

Income & contributions

Employer contributions
$529,182
Participant contributions
$1,119,191
Total contributions
$1,648,373
Total income / additions
$4,688,726

Expenses & distributions

Benefits paid
$370,052
Administrative expenses
$23,681
Total expenses
$722,417
Net increase / (decrease)
$3,966,309

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Columbia Benefits Consultants, Inc.RECORDKEEPER$3,305$02023

Related Form 5500 pages