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ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ONESEVEN ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name:ONESEVEN ADVISORS LLC
Employer identification number (EIN):462321192
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Additional information about ONESEVEN ADVISORS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4632098

More information about ONESEVEN ADVISORS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHANNON MCGINNIS2024-09-09
0012022-01-01SHANNON MCGINNIS2023-08-17 SHANNON MCGINNIS2023-08-17
0012021-01-01SHANNON MCGINNIS2022-08-22 SHANNON MCGINNIS2022-08-22
0012020-01-01SHANNON MCGINNIS2021-09-16 SHANNON MCGINNIS2021-09-16
0012019-01-01SHANNON MCGINNIS2020-08-17 SHANNON MCGINNIS2020-08-17
0012019-01-01SHANNON MCGINNIS2021-09-16 SHANNON MCGINNIS2021-09-16
0012018-01-01SHANNON MCGINNIS2019-09-04
0012017-01-01DAVID DIEHL2018-10-09 DAVID DIEHL2018-10-09
0012016-01-01DAVID DIEHL2017-06-30 DAVID DIEHL2017-06-30
0012015-01-01DAVID DIEHL
0012014-01-01DAVID DIEHL
0012013-01-01DAVID DIEHL

Financial Data on ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-040
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-0412
Net assets as of the end of the plan year2025-09-04976732
Total assets as of the beginning of the plan year2025-09-04700324
Participant contributions to plan in this plan year2025-09-04133509
Other expenses paid from plan in this plan year2025-09-0412
Other contributions to plan in this plan year2025-09-04400
Other income to plan in this plan year2025-09-0499570
Plan net income in this plan year2025-09-04276408
Net assets as of the end of the plan year2025-09-04976732
Net assets as of the beginning of the plan year2025-09-04700324
Employer contributions to plan in this plan year2025-09-0442941
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-040
Total transfers to/from plan in this plan year2025-04-210
Total liabilities as of the end of the plan year2025-04-210
Total liabilities as of the beginning of the plan year2025-04-210
Total expenses incurred by plan in this plan year2025-04-218396
Net assets as of the end of the plan year2025-04-21700324
Total assets as of the beginning of the plan year2025-04-21436367
Participant contributions to plan in this plan year2025-04-21127768
Other expenses paid from plan in this plan year2025-04-210
Other contributions to plan in this plan year2025-04-211
Other income to plan in this plan year2025-04-2195001
Plan net income in this plan year2025-04-21263957
Net assets as of the end of the plan year2025-04-21700324
Net assets as of the beginning of the plan year2025-04-21436367
Employer contributions to plan in this plan year2025-04-2149583
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-210
2022 : ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-2210144
Net assets as of the end of the plan year2022-08-22552146
Total assets as of the beginning of the plan year2022-08-22403614
Value of plan covered by a fidelity bond2022-08-2252105
Participant contributions to plan in this plan year2022-08-2266157
Other income to plan in this plan year2022-08-2266469
Plan net income in this plan year2022-08-22148532
Net assets as of the end of the plan year2022-08-22552146
Net assets as of the beginning of the plan year2022-08-22403614
Employer contributions to plan in this plan year2022-08-2226050
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-2260
2015 : ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$34,232
Expenses. Total of all expenses incurred2015-12-31$1,877
Benefits paid (including direct rollovers)2015-12-31$952
Total plan assets at end of year2015-12-31$71,670
Total plan assets at beginning of year2015-12-31$39,315
Value of fidelity bond covering the plan2015-12-31$0
Total contributions received or receivable from participants2015-12-31$24,514
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$43
Net income (gross income less expenses)2015-12-31$32,355
Net plan assets at end of year (total assets less liabilities)2015-12-31$71,670
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$39,315
Total contributions received or receivable from employer(s)2015-12-31$9,675
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$33,218
Expenses. Total of all expenses incurred2014-12-31$860
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$39,315
Total plan assets at beginning of year2014-12-31$6,957
Value of fidelity bond covering the plan2014-12-31$0
Total contributions received or receivable from participants2014-12-31$23,423
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$758
Net income (gross income less expenses)2014-12-31$32,358
Net plan assets at end of year (total assets less liabilities)2014-12-31$39,315
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,957
Total contributions received or receivable from employer(s)2014-12-31$9,037
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$860
2013 : ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$7,387
Expenses. Total of all expenses incurred2013-12-31$430
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$6,957
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$4,669
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$17
Net income (gross income less expenses)2013-12-31$6,957
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,957
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$2,701
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$430

Form 5500 Responses for ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

2015: ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ONESEVEN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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