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ONE SOURCE FINANCIAL GROUP, INC. — ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240618103407NAL0003260752001
ONE SOURCE FINANCIAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ONE SOURCE FINANCIAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
ONE SOURCE FINANCIAL GROUP, INC.
EIN
04-3017143
Address
1054 NORTH GRAND STREET · PO BOX 730 · SUFFIELD, CT · 060780730
Phone
(413) 759-0000
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
ONE SOURCE FINANCIAL GROUP, INC.
EIN
04-3017143
City
SUFFIELD, CT
Phone
(413) 759-0000
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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