How big is One Source Financial Group, Inc.'s plan?

One Source Financial Group, Inc.'s plan reported $2.6M in assets and 5 participants for 2023.

Original filing (PDF)20240618103407NAL0003260752001

One Source Financial Group, Inc.

Name: One Source Financial Group, Inc. — One Source, Form 5500 (2023)
Creator: One Source Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Source Financial Group, Inc. 401-K Retirement Plan

401(k) retirement plan · One Source Financial Group, Inc.'s One Source Financial Group, Inc. 401-K Retirement Plan held $2.6M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Robert Berriman signed One Source Financial Group, Inc.'s 2023 Form 5500 as plan administrator.

Robert Berriman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

One Source Financial Group, Inc.'s EIN is 04-3017143.

EIN 04-3017143

Plan number 001

Plan year 2023

ACK ID 20240618103407NAL0003260752001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for One Source Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

One Source Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONE SOURCE FINANCIAL GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ONE SOURCE FINANCIAL GROUP, INC.

EIN

all filings

Address

1054 NORTH GRAND STREET · PO BOX 730 · SUFFIELD, CT · 060780730

Phone

(413) 759-0000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator