1 Source Consulting, Inc. 401 K Profit Sharing Plan — Form 5500 plan (1 Source Consulting, 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, 1 Source Consulting, Inc. 401 K Profit Sharing Plan is a benefit plan reported by 1 Source Consulting, Inc. under EIN 52-2160405 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $6,942,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 1 Source Consulting, Inc.
- EIN
- 52-2160405
- Plan number
- 001
- Plan type
- 2
- Location
- Largo, MD
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $6,942,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241014204059NAL0013831139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,942,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,942,735
- Net assets (BOY)
- $6,589,009
Income & contributions
- Employer contributions
- $26,678
- Participant contributions
- $38,056
- Total contributions
- $64,734
- Total income / additions
- $964,153
Expenses & distributions
- Benefits paid
- $533,446
- Administrative expenses
- $65,217
- Total expenses
- $610,427
- Net increase / (decrease)
- $353,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smith Elliott Kearns And Company, L | AUDITOR | $26,600 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | THIRD-PARTY ADMIN. | $17,723 | $3,349 | 2023 |
| Voya Retirement Insurance And Annui | RECORDKEEPING | $20,894 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $16,734 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $0 | $229 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 1 Source Consulting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Largo, MD
- Smith Elliott Kearns And Company, L — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation