2023 Form 5500 filing — One Source 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015092421NAL0014306099001) for One Source 401(K) Profit Sharing Plan & Trust, reported by One Source Communications, LLC under EIN 56-1673241 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092421NAL0014306099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- One Source Communications, LLC
- EIN
- 56-1673241
- Plan number
- 001
- Location
- Greenville, NC
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,551,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,551,916
- Employer contributions
- $578,744
- Participant contributions
- $930,914
- Total income / additions
- $2,910,488
- Benefits paid
- $473,983
- Administrative expenses
- $21,131
- Total expenses
- $495,114
- Net increase / (decrease)
- $2,415,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $16,211 | $787 |
| Adp, Inc. | RECORD KEEPER | $4,920 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |