One Source 401(K) Profit Sharing Plan & Trust — Form 5500 plan (One Source Communications, 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, One Source 401(K) Profit Sharing Plan & Trust is a benefit plan reported by One Source Communications, LLC under EIN 56-1673241 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $8,551,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
One Source Communications, LLC
EIN
56-1673241
Plan number
001
Plan type
2
Location
Greenville, NC
Latest filing year
2023
Participants
359
End-of-year plan assets
$8,551,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20241015092421NAL0014306099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,551,916
Total liabilities (EOY)
$0
Net assets (EOY)
$8,551,916
Net assets (BOY)
$6,136,542

Income & contributions

Employer contributions
$578,744
Participant contributions
$930,914
Total contributions
$1,598,453
Total income / additions
$2,910,488

Expenses & distributions

Benefits paid
$473,983
Administrative expenses
$21,131
Total expenses
$495,114
Net increase / (decrease)
$2,415,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$16,211$7872023
Adp, Inc.RECORD KEEPER$4,920$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages