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OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameOCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN
Plan identification number 001

OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ONE CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:ONE CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):954873328
NAIC Classification:523900

Additional information about ONE CAPITAL MANAGEMENT, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2013-12-23
Company Identification Number: 20131751453
Legal Registered Office Address: 202 SOUTH MINNESOTA STREET

CARSON CITY
United States of America (USA)
89703

More information about ONE CAPITAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN BOERCKER2024-07-29
0012022-01-01KEVIN ROBERTSON2023-07-13 KEVIN ROBERTSON2023-07-13
0012021-01-01KEVIN ROBERTSON2022-06-24 KEVIN ROBERTSON2022-06-24
0012020-01-01KEVIN ROBERTSON2021-09-22 KEVIN ROBERTSON2021-09-22
0012019-01-01KEVIN ROBERTSON2020-05-04 KEVIN ROBERTSON2020-05-04
0012018-01-01KEVIN ROBERTSON2019-10-15 KEVIN ROBERTSON2019-10-15
0012017-01-01LISA ROARK2018-09-25 LISA MCCULLOUGH-ROARK2018-09-25
0012016-01-01LISA ROARK2017-10-12
0012015-01-01LISA ROARK2016-09-06
0012014-01-01MOIRA ZAHN2015-07-17

Financial Data on OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-26424614
Net assets as of the end of the plan year2025-07-267653973
Total assets as of the beginning of the plan year2025-07-266413722
Value of plan covered by a fidelity bond2025-07-26250000
Participant contributions to plan in this plan year2025-07-26889173
Value of participant loans at end of plan year2025-07-2661721
Other contributions to plan in this plan year2025-07-2630840
Other income to plan in this plan year2025-07-26624213
Plan net income in this plan year2025-07-261240251
Net assets as of the end of the plan year2025-07-267653973
Net assets as of the beginning of the plan year2025-07-266413722
Employer contributions to plan in this plan year2025-07-26120639
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2617809
2024 : OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-29223282
Net assets as of the end of the plan year2024-07-296413722
Total assets as of the beginning of the plan year2024-07-292237136
Value of plan covered by a fidelity bond2024-07-29250000
Participant contributions to plan in this plan year2024-07-29757449
Value of participant loans at end of plan year2024-07-2925344
Other contributions to plan in this plan year2024-07-292785298
Other income to plan in this plan year2024-07-29746796
Plan net income in this plan year2024-07-294176586
Net assets as of the end of the plan year2024-07-296413722
Net assets as of the beginning of the plan year2024-07-292237136
Employer contributions to plan in this plan year2024-07-29110325
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2910554
2022 : OCM HOLDINGS GROUP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-24143619
Net assets as of the end of the plan year2022-06-241808385
Total assets as of the beginning of the plan year2022-06-241280025
Value of plan covered by a fidelity bond2022-06-24250000
Participant contributions to plan in this plan year2022-06-24356772
Value of participant loans at end of plan year2022-06-2462750
Other income to plan in this plan year2022-06-24215802
Plan net income in this plan year2022-06-24528360
Net assets as of the end of the plan year2022-06-241808385
Net assets as of the beginning of the plan year2022-06-241280025
Employer contributions to plan in this plan year2022-06-2499405
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-243482

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