Administrative Onesource 401(K) Plan — Form 5500 plan (Administrative Onesource, 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, Administrative Onesource 401(K) Plan is a benefit plan reported by Administrative Onesource, LLC under EIN 20-0714959 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $16,791,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Administrative Onesource, LLC
EIN
20-0714959
Plan number
001
Plan type
3
Location
Kenner, LA
Latest filing year
2023
Participants
348
End-of-year plan assets
$16,791,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023348H, C20241010090839NAL0040231858002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,791,725
Net assets (EOY)
$16,791,725
Net assets (BOY)
$14,244,485

Income & contributions

Employer contributions
$656,866
Participant contributions
$1,680,506
Total contributions
$2,376,986
Total income / additions
$4,687,492

Expenses & distributions

Benefits paid
$2,003,874
Administrative expenses
$99,407
Total expenses
$2,140,252
Net increase / (decrease)
$2,547,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins. CoRECORDKEEPER$79,750$02023
Dyess & AssociatesAUDIT$19,657not reported in the loaded dataset2023

Related Form 5500 pages