Onesource Retirement Savings Plan — Form 5500 plan (Onesource Leasing Solutions, Inc.)
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 Retirement Savings Plan is a benefit plan reported by Onesource Leasing Solutions, Inc. under EIN 23-3026303 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $15,799,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Onesource Leasing Solutions, Inc.
- EIN
- 23-3026303
- Plan number
- 001
- Plan type
- 3
- Location
- Wilkes Barre, PA
- Latest filing year
- 2023
- Participants
- 621
- End-of-year plan assets
- $15,799,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 621 | H, C | 20241015203215NAL0015377843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,799,977
- Total liabilities (EOY)
- $13,552
- Net assets (EOY)
- $15,786,425
- Net assets (BOY)
- $13,066,293
Income & contributions
- Employer contributions
- $703,630
- Participant contributions
- $1,289,992
- Total contributions
- $2,604,451
- Total income / additions
- $4,519,778
Expenses & distributions
- Benefits paid
- $1,679,495
- Administrative expenses
- $120,151
- Total expenses
- $1,799,646
- Net increase / (decrease)
- $2,720,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $70,988 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $28,920 | not reported in the loaded dataset | 2023 |
| N.A. Falcone & Associates Inc. | CONTRACT ADMIN | $3,444 | $11,657 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $12,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Onesource Leasing Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes Barre, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- N.A. Falcone & Associates Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation