| Plan Name | ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN |
| Plan identification number | 005 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 005 | 2023-01-01 | WILLIAM TUCKER | 2024-10-07 | ||
| 005 | 2022-01-01 | WILLIAM TUCKER | 2023-07-24 | ||
| 005 | 2021-01-01 | WILLIAM TUCKER | 2022-05-06 | ||
| 005 | 2020-01-01 | WILLIAM TUCKER | 2021-09-07 | ||
| 005 | 2019-01-01 | WILLIAM TUCKER | 2020-09-09 | ||
| 005 | 2018-01-01 | WILLIAM TUCKER | 2019-10-03 | ||
| 005 | 2017-01-01 | JACK FLOYD | 2018-07-03 | ||
| 005 | 2016-01-01 | JACK FLOYD | 2017-10-13 | ||
| 005 | 2015-01-01 | JACK FLOYD | 2016-10-12 | ||
| 005 | 2014-01-01 | JACK FLOYD | 2015-10-08 | ||
| 005 | 2013-01-01 | JACK FLOYD | 2014-07-28 | ||
| 005 | 2012-01-01 | JACK FLOYD | 2013-06-28 | ||
| 005 | 2011-01-01 | JACK FLOYD | 2012-07-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-30 | 24 |
| Net assets as of the end of the plan year | 2025-09-30 | 0 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 24 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 500000 |
| Plan net income in this plan year | 2025-09-30 | -24 |
| Net assets as of the end of the plan year | 2025-09-30 | 0 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 24 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 24 |
| Total expenses incurred by plan in this plan year | 2025-05-19 | 7024435 |
| Net assets as of the end of the plan year | 2025-05-19 | 24 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 6876870 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 500000 |
| Other income to plan in this plan year | 2025-05-19 | 147589 |
| Plan net income in this plan year | 2025-05-19 | -6876846 |
| Net assets as of the end of the plan year | 2025-05-19 | 24 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 6876870 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 97864 |
| 2024 : ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-10-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-07 | 281088 |
| Net assets as of the end of the plan year | 2024-10-07 | 6876870 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 6639765 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 500000 |
| Other income to plan in this plan year | 2024-10-07 | 518193 |
| Plan net income in this plan year | 2024-10-07 | 237105 |
| Net assets as of the end of the plan year | 2024-10-07 | 6876870 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 6639765 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 70431 |
| 2022 : ONE SOURCE ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-06 | 2841878 |
| Net assets as of the end of the plan year | 2022-05-06 | 6576712 |
| Total assets as of the beginning of the plan year | 2022-05-06 | 8658776 |
| Value of plan covered by a fidelity bond | 2022-05-06 | 500000 |
| Other income to plan in this plan year | 2022-05-06 | 275214 |
| Plan net income in this plan year | 2022-05-06 | -2082064 |
| Net assets as of the end of the plan year | 2022-05-06 | 6576712 |
| Net assets as of the beginning of the plan year | 2022-05-06 | 8658776 |
| Employer contributions to plan in this plan year | 2022-05-06 | 484600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-06 | 79208 |