Onsolve, LLC 401(K) Plan — Form 5500 plan (Onsolve, 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, Onsolve, LLC 401(K) Plan is a benefit plan reported by Onsolve, LLC under EIN 59-3579383 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $28,280,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onsolve, LLC
EIN
59-3579383
Plan number
001
Plan type
2
Location
Ormond Beach, FL
Latest filing year
2023
Participants
504
End-of-year plan assets
$28,280,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20240726092556NAL0015747281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,280,579
Total liabilities (EOY)
$0
Net assets (EOY)
$28,280,579
Net assets (BOY)
$22,138,660

Income & contributions

Employer contributions
$1,211,214
Participant contributions
$2,788,811
Total contributions
$4,494,314
Total income / additions
$8,757,586

Expenses & distributions

Benefits paid
$2,470,929
Administrative expenses
$127,520
Total expenses
$2,615,667
Net increase / (decrease)
$6,141,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$60,724not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$55,752$02023
Empower Advisory Group, LLCINVESTMENT MGMT$11,044not reported in the loaded dataset2023

Related Form 5500 pages