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ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN
Plan identification number 005

ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ONE SOURCE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ONE SOURCE ASSOCIATES, INC.
Employer identification number (EIN):521357709
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about ONE SOURCE ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-12-04
Company Identification Number: P02000127573
Legal Registered Office Address: 4980 TAMIAMI TR. N.

NAPLES

34102

More information about ONE SOURCE ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01WILLIAM TUCKER2024-10-07
0052022-01-01WILLIAM TUCKER2023-07-24
0052021-01-01WILLIAM TUCKER2022-05-06
0052020-01-01WILLIAM TUCKER2021-09-07
0052019-01-01WILLIAM TUCKER2020-09-09
0052018-01-01WILLIAM TUCKER2019-10-03
0052017-01-01JACK FLOYD2018-07-03
0052016-01-01JACK FLOYD2017-10-13
0052015-01-01JACK FLOYD2016-10-12
0052014-01-01JACK FLOYD2015-10-08
0052013-01-01JACK FLOYD2014-07-28
0052012-01-01JACK FLOYD2013-06-28
0052011-01-01JACK FLOYD2012-07-25

Financial Data on ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN

Measure Date Value
2025 : ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-3024
Net assets as of the end of the plan year2025-09-300
Total assets as of the beginning of the plan year2025-09-3024
Value of plan covered by a fidelity bond2025-09-30500000
Plan net income in this plan year2025-09-30-24
Net assets as of the end of the plan year2025-09-300
Net assets as of the beginning of the plan year2025-09-3024
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3024
Total expenses incurred by plan in this plan year2025-05-197024435
Net assets as of the end of the plan year2025-05-1924
Total assets as of the beginning of the plan year2025-05-196876870
Value of plan covered by a fidelity bond2025-05-19500000
Other income to plan in this plan year2025-05-19147589
Plan net income in this plan year2025-05-19-6876846
Net assets as of the end of the plan year2025-05-1924
Net assets as of the beginning of the plan year2025-05-196876870
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1997864
2024 : ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-07281088
Net assets as of the end of the plan year2024-10-076876870
Total assets as of the beginning of the plan year2024-10-076639765
Value of plan covered by a fidelity bond2024-10-07500000
Other income to plan in this plan year2024-10-07518193
Plan net income in this plan year2024-10-07237105
Net assets as of the end of the plan year2024-10-076876870
Net assets as of the beginning of the plan year2024-10-076639765
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0770431
2022 : ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-062841878
Net assets as of the end of the plan year2022-05-066576712
Total assets as of the beginning of the plan year2022-05-068658776
Value of plan covered by a fidelity bond2022-05-06500000
Other income to plan in this plan year2022-05-06275214
Plan net income in this plan year2022-05-06-2082064
Net assets as of the end of the plan year2022-05-066576712
Net assets as of the beginning of the plan year2022-05-068658776
Employer contributions to plan in this plan year2022-05-06484600
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-0679208

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