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| Company Name: | ONE RESOURCE GROUP WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 205548009 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-07-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-07-28 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | ONE RESOURCE GROUP WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN | 2020-01-01 | 2018-01-01 |
| 001 | ONE RESOURCE GROUP WEALTH MANAGEMENT, LLC 401(K) PLAN | 2020-01-01 | 2016-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-08-10 | Employer Contributions | $ 59,400 |
| 2023-08-10 | Employee Contributions | $ 59,400 |
| 2022-09-15 | Employer Contributions | $ 12,581 |
| 2022-09-15 | Employee Contributions | $ 12,581 |
| 2021-02-04 | Employer Contributions | $ 114,814 |
| 2021-02-04 | Employee Contributions | $ 114,814 |
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