| Plan Name | BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-ONEPOINTE SOLUTIONS LLC |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ONEPOINTE SOLUTIONS LLC |
| Employer identification number (EIN): | 261573504 |
| NAIC Classification: | 337000 |
Additional information about ONEPOINTE SOLUTIONS LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2007-12-14 |
| Company Identification Number: | 0800910630 |
| Legal Registered Office Address: |
1112 SWENSON BLVD ELGIN United States of America (USA) 78621 |
More information about ONEPOINTE SOLUTIONS LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | DON CARLSON | 2024-05-30 | ||
| 003 | 2022-01-01 | DON CARLSON | 2023-05-26 | ||
| 003 | 2021-01-01 | DON CARLSON | 2022-05-23 | ||
| 003 | 2020-01-01 | DON CARLSON | 2021-06-02 | ||
| 003 | 2019-01-01 | DCARLSON1637 | 2020-06-15 | ||
| 003 | 2019-01-01 | DON CARLSON | 2020-06-30 | ||
| 003 | 2018-01-01 | DON CARLSON | 2019-06-04 | ||
| 003 | 2017-01-01 | DON CARLSON | 2018-06-07 | ||
| 003 | 2016-01-01 | SPENCER BARCLAY | 2017-07-28 | ||
| 003 | 2015-06-01 | SPENCER BARCLAY | 2016-07-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-ONEPOINTE SOLUTIONS LLC 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-28 | 132991 |
| Net assets as of the end of the plan year | 2025-05-28 | 1411160 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 1112633 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 112000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 179482 |
| Value of participant loans at end of plan year | 2025-05-28 | 38949 |
| Other contributions to plan in this plan year | 2025-05-28 | 1055 |
| Other income to plan in this plan year | 2025-05-28 | 163740 |
| Plan net income in this plan year | 2025-05-28 | 298527 |
| Net assets as of the end of the plan year | 2025-05-28 | 1411160 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 1112633 |
| Employer contributions to plan in this plan year | 2025-05-28 | 87241 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 15238 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-ONEPOINTE SOLUTIONS LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-30 | 109798 |
| Net assets as of the end of the plan year | 2024-05-30 | 1112633 |
| Total assets as of the beginning of the plan year | 2024-05-30 | 794821 |
| Value of plan covered by a fidelity bond | 2024-05-30 | 80000 |
| Participant contributions to plan in this plan year | 2024-05-30 | 155906 |
| Value of participant loans at end of plan year | 2024-05-30 | 44841 |
| Other contributions to plan in this plan year | 2024-05-30 | 28066 |
| Other income to plan in this plan year | 2024-05-30 | 164261 |
| Plan net income in this plan year | 2024-05-30 | 317812 |
| Net assets as of the end of the plan year | 2024-05-30 | 1112633 |
| Net assets as of the beginning of the plan year | 2024-05-30 | 794821 |
| Employer contributions to plan in this plan year | 2024-05-30 | 79377 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-30 | 9354 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-ONEPOINTE SOLUTIONS LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-23 | 24740 |
| Net assets as of the end of the plan year | 2022-05-23 | 855751 |
| Total assets as of the beginning of the plan year | 2022-05-23 | 526320 |
| Value of plan covered by a fidelity bond | 2022-05-23 | 53000 |
| Participant contributions to plan in this plan year | 2022-05-23 | 115420 |
| Value of participant loans at end of plan year | 2022-05-23 | 23289 |
| Other contributions to plan in this plan year | 2022-05-23 | 72213 |
| Other income to plan in this plan year | 2022-05-23 | 96237 |
| Plan net income in this plan year | 2022-05-23 | 329431 |
| Net assets as of the end of the plan year | 2022-05-23 | 855751 |
| Net assets as of the beginning of the plan year | 2022-05-23 | 526320 |
| Employer contributions to plan in this plan year | 2022-05-23 | 70301 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-23 | 7365 |