ONEASCENT HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : ONEASCENT 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 260822 |
| Net assets as of the end of the plan year | 2025-10-13 | 3220135 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 2135986 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 387962 |
| Value of participant loans at end of plan year | 2025-10-13 | 33950 |
| Other contributions to plan in this plan year | 2025-10-13 | 426680 |
| Other income to plan in this plan year | 2025-10-13 | 284695 |
| Plan net income in this plan year | 2025-10-13 | 1084149 |
| Net assets as of the end of the plan year | 2025-10-13 | 3220135 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 2135986 |
| Employer contributions to plan in this plan year | 2025-10-13 | 245634 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 18578 |
| 2024 : ONEASCENT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-11-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-11-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-11-07 | 12387 |
| Net assets as of the end of the plan year | 2024-11-07 | 998310 |
| Total assets as of the beginning of the plan year | 2024-11-07 | 504625 |
| Value of plan covered by a fidelity bond | 2024-11-07 | 50000 |
| Participant contributions to plan in this plan year | 2024-11-07 | 174526 |
| Value of participant loans at end of plan year | 2024-11-07 | 1205 |
| Other expenses paid from plan in this plan year | 2024-11-07 | 0 |
| Other contributions to plan in this plan year | 2024-11-07 | 152371 |
| Other income to plan in this plan year | 2024-11-07 | 75454 |
| Plan net income in this plan year | 2024-11-07 | 493685 |
| Net assets as of the end of the plan year | 2024-11-07 | 998310 |
| Net assets as of the beginning of the plan year | 2024-11-07 | 504625 |
| Employer contributions to plan in this plan year | 2024-11-07 | 103721 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-07 | 3119 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 87740 |
| Net assets as of the end of the plan year | 2024-10-03 | 2135986 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 1306846 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 381644 |
| Value of participant loans at end of plan year | 2024-10-03 | 43829 |
| Other contributions to plan in this plan year | 2024-10-03 | 81513 |
| Other income to plan in this plan year | 2024-10-03 | 232463 |
| Plan net income in this plan year | 2024-10-03 | 829140 |
| Net assets as of the end of the plan year | 2024-10-03 | 2135986 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 1306846 |
| Employer contributions to plan in this plan year | 2024-10-03 | 221260 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 11256 |
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