One Technologies 401(K) Plan — Form 5500 plan (One Technologies, 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, One Technologies 401(K) Plan is a benefit plan reported by One Technologies, LLC under EIN 52-2271969 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $18,831,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
One Technologies, LLC
EIN
52-2271969
Plan number
001
Plan type
2
Location
Richardson, TX
Latest filing year
2023
Participants
197
End-of-year plan assets
$18,831,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240822153808NAL0003128403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,831,385
Total liabilities (EOY)
$0
Net assets (EOY)
$18,831,385
Net assets (BOY)
$15,602,505

Income & contributions

Employer contributions
$509,809
Participant contributions
$1,241,446
Total contributions
$1,788,401
Total income / additions
$5,032,096

Expenses & distributions

Benefits paid
$1,743,703
Administrative expenses
$59,513
Total expenses
$1,803,216
Net increase / (decrease)
$3,228,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Visionpoint Advisory GroupADVISOR$32,963not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,550$02023

Related Form 5500 pages