Onesource Business Solutions, LLC Retirement Savings Plan — Form 5500 plan (Onesource Business Solutions, 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, Onesource Business Solutions, LLC Retirement Savings Plan is a benefit plan reported by Onesource Business Solutions, LLC under EIN 58-2326638 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $40,215,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Onesource Business Solutions, LLC
- EIN
- 58-2326638
- Plan number
- 001
- Plan type
- 3
- Location
- Cumming, GA
- Latest filing year
- 2023
- Participants
- 839
- End-of-year plan assets
- $40,215,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 839 | H, C | 20241015175334NAL0057563106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,215,475
- Total liabilities (EOY)
- $16,563
- Net assets (EOY)
- $40,198,912
- Net assets (BOY)
- $31,339,482
Income & contributions
- Employer contributions
- $1,378,295
- Participant contributions
- $3,288,999
- Total contributions
- $5,028,256
- Total income / additions
- $10,827,809
Expenses & distributions
- Benefits paid
- $3,764,985
- Administrative expenses
- $83,051
- Total expenses
- $3,864,509
- Net increase / (decrease)
- $6,963,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Florida Retirement Consultants, LLC | NONE | $38,345 | $0 | 2023 |
| John Hancock | NONE | $24,932 | $0 | 2023 |
| Warren Averett LLC | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Miller & Martin Pllc | NONE | $13,180 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Onesource Business Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Cumming, GA
- Florida Retirement Consultants, LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- Warren Averett LLC — Schedule C compensation
- Miller & Martin Pllc — Schedule C compensation