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ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN
Plan identification number 001

ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ONE SOURCE MANAGEMENT, LTD. has sponsored the creation of one or more 401k plans.

Company Name:ONE SOURCE MANAGEMENT, LTD.
Employer identification number (EIN):043710647
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ONE SOURCE MANAGEMENT, LTD.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2002-08-26
Company Identification Number: 1337004
Legal Registered Office Address: ONE SEAGATE
24TH FLOOR
TOLEDO
United States of America (USA)
43604

More information about ONE SOURCE MANAGEMENT, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01TAMARA PAVELEK AS PRACTITIONER
0012011-01-01TAMARA PAVELEK
0012009-01-01TAMARA PAVELEK
0012008-01-01TAMARA PAVELEK

Plan Statistics for ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2012: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,105
Total number of active participants reported on line 7a of the Form 55002012-01-01767
Number of retired or separated participants receiving benefits2012-01-0183
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01850
Number of participants with account balances2012-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,405
Total number of active participants reported on line 7a of the Form 55002011-01-01658
Number of other retired or separated participants entitled to future benefits2011-01-01249
Total of all active and inactive participants2011-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01907
Number of participants with account balances2011-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01394
Total number of active participants reported on line 7a of the Form 55002009-01-01483
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01532
Number of participants with account balances2009-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01137
Total number of active participants reported on line 7a of the Form 55002008-01-01303
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0172
Total of all active and inactive participants2008-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01375
Number of participants with account balances2008-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2012 : ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$783,022
Total transfer of assets from this plan2012-12-31$781,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,845
Total income from all sources (including contributions)2012-12-31$1,724,200
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$699,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$570,765
Value of total corrective distributions2012-12-31$12,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,304,483
Value of total assets at end of year2012-12-31$5,383,273
Value of total assets at beginning of year2012-12-31$4,371,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,760
Total interest from all sources2012-12-31$9,341
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$657,415
Participant contributions at end of year2012-12-31$283,297
Participant contributions at beginning of year2012-12-31$307,904
Participant contributions at end of year2012-12-31$17,596
Participant contributions at beginning of year2012-12-31$21,284
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$74,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,024,969
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,364,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,338,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$9,341
Value of interest in common/collective trusts at end of year2012-12-31$5,068,089
Value of interest in common/collective trusts at beginning of year2012-12-31$4,026,354
Net investment gain or loss from common/collective trusts2012-12-31$410,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$572,516
Employer contributions (assets) at end of year2012-12-31$14,291
Employer contributions (assets) at beginning of year2012-12-31$15,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$570,765
Contract administrator fees2012-12-31$115,760
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FENNER MELSTROM & DOOLING, PC
Accountancy firm EIN2012-12-31381402622
2011 : ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,554,296
Total transfer of assets from this plan2011-12-31$872,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,072,895
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$635,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$582,451
Value of total corrective distributions2011-12-31$32,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,178,029
Value of total assets at end of year2011-12-31$4,371,366
Value of total assets at beginning of year2011-12-31$3,219,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,432
Total interest from all sources2011-12-31$6,110
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$639,056
Participant contributions at end of year2011-12-31$307,904
Participant contributions at beginning of year2011-12-31$93,991
Participant contributions at end of year2011-12-31$21,284
Participant contributions at beginning of year2011-12-31$38,999
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$133,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$437,167
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,338,521
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,219,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$6,110
Value of interest in common/collective trusts at end of year2011-12-31$4,026,354
Value of interest in common/collective trusts at beginning of year2011-12-31$3,072,641
Net investment gain or loss from common/collective trusts2011-12-31$-111,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$405,731
Employer contributions (assets) at end of year2011-12-31$15,824
Employer contributions (assets) at beginning of year2011-12-31$13,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$582,451
Contract administrator fees2011-12-31$20,432
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FENNER MELSTROM & DOOLING, PC
Accountancy firm EIN2011-12-31381402622
2010 : ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$589,602
Total transfer of assets from this plan2010-12-31$569,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,591,596
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$920,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$920,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,361,363
Value of total assets at end of year2010-12-31$3,166,632
Value of total assets at beginning of year2010-12-31$1,906,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,408
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$226,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$226,825
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$568,112
Participant contributions at end of year2010-12-31$93,991
Participant contributions at beginning of year2010-12-31$108,291
Participant contributions at end of year2010-12-31$38,999
Participant contributions at beginning of year2010-12-31$10,094
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$154,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$670,939
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,166,632
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,906,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,166,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,906,091
Interest on participant loans2010-12-31$3,408
Value of interest in common/collective trusts at end of year2010-12-31$3,072,641
Value of interest in common/collective trusts at beginning of year2010-12-31$1,797,800
Net investment gain or loss from common/collective trusts2010-12-31$241,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$638,314
Employer contributions (assets) at end of year2010-12-31$13,845
Employer contributions (assets) at beginning of year2010-12-31$210,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$920,657
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FENNER MELSTROM & DOOLING
Accountancy firm EIN2010-12-31381402622
2008 : ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2008 401k financial data
Total transfer of assets from this plan2008-12-31$88,338
Total income from all sources (including contributions)2008-12-31$101,075
Total of all expenses incurred2008-12-31$762,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$742,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$392,728
Value of total assets at end of year2008-12-31$828,929
Value of total assets at beginning of year2008-12-31$1,578,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$19,400
Total interest from all sources2008-12-31$420
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$100,000
If this is an individual account plan, was there a blackout period2008-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$133,537
Participant contributions at end of year2008-12-31$23,829
Participant contributions at beginning of year2008-12-31$30,986
Participant contributions at end of year2008-12-31$3,154
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$5,821
Administrative expenses (other) incurred2008-12-31$19,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-660,978
Value of net assets at end of year (total assets less liabilities)2008-12-31$828,929
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$1,578,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Interest on participant loans2008-12-31$420
Value of interest in common/collective trusts at end of year2008-12-31$768,499
Value of interest in common/collective trusts at beginning of year2008-12-31$1,547,259
Net investment gain or loss from common/collective trusts2008-12-31$-292,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$253,370
Employer contributions (assets) at end of year2008-12-31$33,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$742,653
Contract administrator fees2008-12-31$400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31Yes
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31FENNER MELSTROM & DOOLING PC
Accountancy firm EIN2008-12-31381402622

Form 5500 Responses for ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN

2012: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ONE SOURCE MANAGEMENT, LTD. RETIREMENT AND SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entityMulitple employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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