| Plan Name | ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ONE SOURCE FINANCIAL GROUP, INC. |
| Employer identification number (EIN): | 043017143 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ONE SOURCE FINANCIAL GROUP, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2001-06-26 |
| Company Identification Number: | P01000074328 |
| Legal Registered Office Address: |
5047 COUNTRY BROOK DRIVE COOPER CITY 33330 |
More information about ONE SOURCE FINANCIAL GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ROBERT BERRIMAN | 2024-06-18 | ||
| 001 | 2022-01-01 | ROBERT BERRIMAN | 2023-06-02 | ||
| 001 | 2021-01-01 | ROBERT BERRIMAN | 2022-05-11 | ||
| 001 | 2020-01-01 | ROBERT BERRIMAN | 2021-06-03 | ||
| 001 | 2019-01-01 | ROBERT BERRIMAN | 2020-03-19 | ||
| 001 | 2018-01-01 | ROBERT BERRIMAN | 2019-06-10 | ||
| 001 | 2017-01-01 | ROBERT BERRIMAN | 2018-06-20 | ||
| 001 | 2016-01-01 | ROBERT BERRIMAN | 2017-07-20 | ||
| 001 | 2015-01-01 | ROBERT BERRIMAN | 2016-07-27 | ||
| 001 | 2014-07-01 | ROBERT BERRIMAN | 2015-05-27 | ||
| 001 | 2013-07-01 | ROBERT BERRIMAN | 2014-12-10 | ||
| 001 | 2012-07-01 | ROBERT BERRIMAN | 2013-10-24 | ||
| 001 | 2011-07-01 | ROBERT BERRIMAN | 2012-12-05 | ||
| 001 | 2010-07-01 | ROBERT BERRIMAN | 2012-01-20 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 0 |
| Net assets as of the end of the plan year | 2024-06-18 | 2550356 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 2119391 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 300000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 13260 |
| Value of participant loans at end of plan year | 2024-06-18 | 509 |
| Other expenses paid from plan in this plan year | 2024-06-18 | 0 |
| Other contributions to plan in this plan year | 2024-06-18 | 0 |
| Other income to plan in this plan year | 2024-06-18 | 403694 |
| Plan net income in this plan year | 2024-06-18 | 430965 |
| Net assets as of the end of the plan year | 2024-06-18 | 2550356 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 2119391 |
| Employer contributions to plan in this plan year | 2024-06-18 | 14011 |
| Fees paid to broker by Benefit Provider | 2024-06-18 | 5046 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 0 |