On Services 401(K) Retirement Savings Plan — Form 5500 plan (On Services, 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, On Services 401(K) Retirement Savings Plan is a benefit plan reported by On Services, LLC under EIN 92-1256764 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $6,221,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
On Services, LLC
EIN
92-1256764
Plan number
001
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
130
End-of-year plan assets
$6,221,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20250115130243NAL0011779363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,221,061
Total liabilities (EOY)
$0
Net assets (EOY)
$6,221,061
Net assets (BOY)
$0

Income & contributions

Employer contributions
$283,769
Participant contributions
$617,474
Total contributions
$5,741,198
Total income / additions
$6,271,533

Expenses & distributions

Benefits paid
$33,660
Administrative expenses
$16,812
Total expenses
$50,472
Net increase / (decrease)
$6,221,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Investment Research & AdvisoryADVISOR$8,750not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,062$02023

Related Form 5500 pages