THE ONE FINANCIAL GROUP, LLC
Plan context: THE ONE FINANCIAL GROUP, LLC RETIREMENT PLAN
EIN 81-3195093 • Bellevue, WA • 7 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,011,277
2025 Contributions
$690,909
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,011,277 | $690,909 | $345,455iApproximate average salary by contribution assumption: employee only about $8,636,363 at 4% or $5,757,575 at 6%; with 50% employer match about $5,757,575 at 4% or $3,838,383 at 6%; with 100% employer match about $4,318,181 at 4% or $2,878,788 at 6%. |
| THE ONE FINANCIAL GROUP, LLC RETIREMENT PLAN | - | 2 | $1,011,277 | $690,909 | $345,455iApproximate average salary by contribution assumption: employee only about $8,636,363 at 4% or $5,757,575 at 6%; with 50% employer match about $5,757,575 at 4% or $3,838,383 at 6%; with 100% employer match about $4,318,181 at 4% or $2,878,788 at 6%. |
| 2024 | 1 | 2 | $243,925 | $40,700 | $20,350iApproximate average salary by contribution assumption: employee only about $508,750 at 4% or $339,167 at 6%; with 50% employer match about $339,167 at 4% or $226,111 at 6%; with 100% employer match about $254,375 at 4% or $169,583 at 6%. |
| THE ONE FINANCIAL GROUP, LLC RETIREMENT PLAN | - | 2 | $243,925 | $40,700 | $20,350iApproximate average salary by contribution assumption: employee only about $508,750 at 4% or $339,167 at 6%; with 50% employer match about $339,167 at 4% or $226,111 at 6%; with 100% employer match about $254,375 at 4% or $169,583 at 6%. |
| 2023 | 1 | 2 | $162,735 | $39,240 | $19,620iApproximate average salary by contribution assumption: employee only about $490,500 at 4% or $327,000 at 6%; with 50% employer match about $327,000 at 4% or $218,000 at 6%; with 100% employer match about $245,250 at 4% or $163,500 at 6%. |
| THE ONE FINANCIAL GROUP, LLC RETIREMENT PLAN | - | 2 | $162,735 | $39,240 | $19,620iApproximate average salary by contribution assumption: employee only about $490,500 at 4% or $327,000 at 6%; with 50% employer match about $327,000 at 4% or $218,000 at 6%; with 100% employer match about $245,250 at 4% or $163,500 at 6%. |
| 2022 | 1 | 2 | $103,357 | $35,820 | $17,910iApproximate average salary by contribution assumption: employee only about $447,750 at 4% or $298,500 at 6%; with 50% employer match about $298,500 at 4% or $199,000 at 6%; with 100% employer match about $223,875 at 4% or $149,250 at 6%. |
| THE ONE FINANCIAL GROUP, LLC RETIREMENT PLAN | - | 2 | $103,357 | $35,820 | $17,910iApproximate average salary by contribution assumption: employee only about $447,750 at 4% or $298,500 at 6%; with 50% employer match about $298,500 at 4% or $199,000 at 6%; with 100% employer match about $223,875 at 4% or $149,250 at 6%. |
| 2021 | 2 | 2 | $244,049 | $192,164 | $96,082iApproximate average salary by contribution assumption: employee only about $2,402,050 at 4% or $1,601,367 at 6%; with 50% employer match about $1,601,367 at 4% or $1,067,578 at 6%; with 100% employer match about $1,201,025 at 4% or $800,683 at 6%. |
| THE ONE FINANCIAL GROUP, LLC PENSION PLAN | - | 2 | $150,000 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| THE ONE FINANCIAL GROUP, LLC RETIREMENT PLAN | - | 2 | $94,049 | $42,164 | $21,082iApproximate average salary by contribution assumption: employee only about $527,050 at 4% or $351,367 at 6%; with 50% employer match about $351,367 at 4% or $234,244 at 6%; with 100% employer match about $263,525 at 4% or $175,683 at 6%. |
| 2020 | 1 | 2 | $44,700 | $44,700 | $22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%. |
| THE ONE FINANCIAL GROUP, LLC | - | 2 | $44,700 | $44,700 | $22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%. |