401k Plan data: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN plan

AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN ONE SOURCE, INC MEP 401(K) PLAN
Plan identification number	001

AMERICAN ONE SOURCE, INC MEP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Unknown benefit code

401k Sponsoring company profile

AMERICAN ONE SOURCE, INC has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN ONE SOURCE, INC

Employer identification number (EIN): 710934616

NAIC Classification: 561300

Additional information about AMERICAN ONE SOURCE, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5643949

More information about AMERICAN ONE SOURCE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ONE SOURCE, INC MEP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 TOM MOODY
001 2016-01-01 THOMAS MOODY
001 2015-01-01 THOMAS C MOODY
001 2014-01-01 THOMAS MOODY 2015-08-03
001 2013-01-01 THOMAS MOODY 2014-07-17
001 2012-01-01 THOMAS MOODY 2013-07-30
001 2011-01-01 THOMAS C. MOODY 2012-06-25
001 2010-01-01 THOMAS C. MOODY 2011-10-17

Plan Statistics for AMERICAN ONE SOURCE, INC MEP 401(K) PLAN

401k plan membership statisitcs for AMERICAN ONE SOURCE, INC MEP 401(K) PLAN

Measure Date Value
2022: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 639
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 699
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 736
Number of participants with account balances 2022-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 568
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 597
Number of participants with account balances 2021-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 997
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 532
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 549
Number of participants with account balances 2020-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,015
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 974
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 993
Number of participants with account balances 2019-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 898
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 990
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 1,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,005
Number of participants with account balances 2018-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 618
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 632
Number of participants with account balances 2017-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 424
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 434
Total participants 2016-01-01 434
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 116
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 122
Total participants 2015-01-01 122
Number of participants with account balances 2015-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4

Measure	Date	Value
2022: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	639
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	699
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	736
Number of participants with account balances	2022-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	568
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	597
Number of participants with account balances	2021-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	997
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	532
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	549
Number of participants with account balances	2020-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,015
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	974
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	993
Number of participants with account balances	2019-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	898
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	990
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	1,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,005
Number of participants with account balances	2018-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	618
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	632
Number of participants with account balances	2017-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	424
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	434
Total participants	2016-01-01	434
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	116
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	122
Total participants	2015-01-01	122
Number of participants with account balances	2015-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4

Financial Data on AMERICAN ONE SOURCE, INC MEP 401(K) PLAN

Measure	Date	Value
2022 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$343,760
Total income from all sources (including contributions)	2022-12-31	$966,301
Total of all expenses incurred	2022-12-31	$207,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$178,977
Value of total corrective distributions	2022-12-31	$2,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,172,438
Value of total assets at end of year	2022-12-31	$3,889,611
Value of total assets at beginning of year	2022-12-31	$2,786,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,786
Total interest from all sources	2022-12-31	$28,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	No
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$788,796
Participant contributions at end of year	2022-12-31	$62,695
Participant contributions at beginning of year	2022-12-31	$64,782
Participant contributions at end of year	2022-12-31	$12,407
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$66
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$13
Administrative expenses (other) incurred	2022-12-31	$25,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$759,080
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,889,611
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,786,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,765,833
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,198,712
Interest on participant loans	2022-12-31	$2,616
Interest earned on other investments	2022-12-31	$26,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,999,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,464,527
Net investment gain/loss from pooled separate accounts	2022-12-31	$-235,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$383,642
Employer contributions (assets) at end of year	2022-12-31	$49,449
Employer contributions (assets) at beginning of year	2022-12-31	$58,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$178,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2022-12-31	741130599
2021 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$12,194
Total transfer of assets from this plan	2021-12-31	$5,806
Total income from all sources (including contributions)	2021-12-31	$958,551
Total of all expenses incurred	2021-12-31	$247,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$230,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$770,360
Value of total assets at end of year	2021-12-31	$2,786,771
Value of total assets at beginning of year	2021-12-31	$2,069,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,071
Total interest from all sources	2021-12-31	$19,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$538,203
Participant contributions at end of year	2021-12-31	$64,782
Participant contributions at beginning of year	2021-12-31	$78,473
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$962
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,890
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$22
Administrative expenses (other) incurred	2021-12-31	$17,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$710,690
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,786,771
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,069,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,198,712
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,115,160
Interest on participant loans	2021-12-31	$3,117
Interest earned on other investments	2021-12-31	$16,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,464,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$837,167
Net investment gain/loss from pooled separate accounts	2021-12-31	$168,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$226,267
Employer contributions (assets) at end of year	2021-12-31	$58,737
Employer contributions (assets) at beginning of year	2021-12-31	$37,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$230,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2021-12-31	741130599
2020 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$5,279,909
Total income from all sources (including contributions)	2020-12-31	$680,228
Total of all expenses incurred	2020-12-31	$91,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$80,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$544,526
Value of total assets at end of year	2020-12-31	$2,069,693
Value of total assets at beginning of year	2020-12-31	$6,761,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,258
Total interest from all sources	2020-12-31	$13,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$250,662
Participant contributions at end of year	2020-12-31	$78,473
Participant contributions at beginning of year	2020-12-31	$320,276
Participant contributions at end of year	2020-12-31	$962
Participant contributions at beginning of year	2020-12-31	$5,084
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$207,562
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$22
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$408
Administrative expenses (other) incurred	2020-12-31	$11,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$588,408
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,069,693
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,761,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,115,160
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,973,267
Interest on participant loans	2020-12-31	$1,193
Interest earned on other investments	2020-12-31	$12,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$837,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,432,129
Net investment gain/loss from pooled separate accounts	2020-12-31	$122,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$86,302
Employer contributions (assets) at end of year	2020-12-31	$37,909
Employer contributions (assets) at beginning of year	2020-12-31	$30,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$80,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2020-12-31	741130599
2019 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$5,162,258
Total transfer of assets from this plan	2019-12-31	$415
Total income from all sources (including contributions)	2019-12-31	$592,602
Total of all expenses incurred	2019-12-31	$688,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$661,402
Expenses. Certain deemed distributions of participant loans	2019-12-31	$44
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$398,185
Value of total assets at end of year	2019-12-31	$6,761,194
Value of total assets at beginning of year	2019-12-31	$1,695,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,289
Total interest from all sources	2019-12-31	$24,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$320,917
Participant contributions at end of year	2019-12-31	$320,276
Participant contributions at beginning of year	2019-12-31	$70,084
Participant contributions at end of year	2019-12-31	$5,084
Participant contributions at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$50
Administrative expenses (other) incurred	2019-12-31	$27,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-96,133
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,761,194
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,695,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,973,267
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$592,642
Interest on participant loans	2019-12-31	$4,594
Interest earned on other investments	2019-12-31	$20,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,432,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,000,800
Net investment gain/loss from pooled separate accounts	2019-12-31	$169,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$77,268
Employer contributions (assets) at end of year	2019-12-31	$30,030
Employer contributions (assets) at beginning of year	2019-12-31	$31,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$661,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2019-12-31	741130599
2018 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$434,032
Total of all expenses incurred	2018-12-31	$236,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$217,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$463,686
Value of total assets at end of year	2018-12-31	$1,695,484
Value of total assets at beginning of year	2018-12-31	$1,498,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,189
Total interest from all sources	2018-12-31	$16,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$330,387
Participant contributions at end of year	2018-12-31	$70,084
Participant contributions at beginning of year	2018-12-31	$69,764
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$50
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$19,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$197,447
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,695,484
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,498,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$592,642
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$485,287
Interest on participant loans	2018-12-31	$3,230
Interest earned on other investments	2018-12-31	$13,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,000,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$942,986
Net investment gain/loss from pooled separate accounts	2018-12-31	$-46,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$133,299
Employer contributions (assets) at end of year	2018-12-31	$31,908
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$217,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2018-12-31	741130599
2017 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$758,797
Total of all expenses incurred	2017-12-31	$31,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$17,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$694,525
Value of total assets at end of year	2017-12-31	$1,498,037
Value of total assets at beginning of year	2017-12-31	$770,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,151
Total interest from all sources	2017-12-31	$12,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$213,320
Participant contributions at end of year	2017-12-31	$69,764
Participant contributions at beginning of year	2017-12-31	$44,156
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$418,208
Administrative expenses (other) incurred	2017-12-31	$14,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$727,367
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,498,037
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$770,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$485,287
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$256,123
Interest on participant loans	2017-12-31	$3,264
Interest earned on other investments	2017-12-31	$9,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$942,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$470,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-1,101
Net investment gain/loss from pooled separate accounts	2017-12-31	$52,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$62,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$17,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2017-12-31	741130599
2016 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$232,803
Total of all expenses incurred	2016-12-31	$18,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$202,572
Value of total assets at end of year	2016-12-31	$770,670
Value of total assets at beginning of year	2016-12-31	$555,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,438
Total interest from all sources	2016-12-31	$1,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$145,633
Participant contributions at end of year	2016-12-31	$44,156
Participant contributions at beginning of year	2016-12-31	$42,329
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,960
Other income not declared elsewhere	2016-12-31	$5,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$214,787
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$770,670
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$555,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$256,123
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$166,236
Interest on participant loans	2016-12-31	$1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$470,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$347,318
Net investment gain/loss from pooled separate accounts	2016-12-31	$23,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$48,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,578
Contract administrator fees	2016-12-31	$11,438
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2016-12-31	741130599
2015 : AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$153,912
Total of all expenses incurred	2015-12-31	$17,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$8,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$149,798
Value of total assets at end of year	2015-12-31	$555,883
Value of total assets at beginning of year	2015-12-31	$419,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,517
Total interest from all sources	2015-12-31	$2,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$112,097
Participant contributions at end of year	2015-12-31	$42,329
Participant contributions at beginning of year	2015-12-31	$46,693
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,202
Other income not declared elsewhere	2015-12-31	$4,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$136,139
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$555,883
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$419,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$166,236
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$373,051
Interest on participant loans	2015-12-31	$2,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$347,318
Net investment gain/loss from pooled separate accounts	2015-12-31	$-2,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$34,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$8,256
Contract administrator fees	2015-12-31	$9,517
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PATTILLO, BROWN & HILL, L.L.P.
Accountancy firm EIN	2015-12-31	741130599

Form 5500 Responses for AMERICAN ONE SOURCE, INC MEP 401(K) PLAN

2022: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMERICAN ONE SOURCE, INC MEP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	201
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,775
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,642
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	160
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,305
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,172
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	51
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,673
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,673
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	309
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,175
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,175
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	99
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,680
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,680
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	64
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,248
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,248
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE SERVICES INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932091

Policy instance

Insurance contract or identification number	932091
Number of Individuals Covered	35
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,340
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,247
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

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Company Name:	AMERICAN ONE SOURCE, INC
Employer identification number (EIN):	710934616
NAIC Classification:	561300

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5643949