One Source Financial Services
Plan context: One Source Financial Services LLC 401(K) Retirement Plan
EIN 93-1297145 • Salem, OR • 20 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$868,336
2025 Contributions
$12
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 | $868,336 | $0 | - |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 2 | $868,336 | - | - |
| 2024 | 1 | 1 | $722,443 | $0 | - |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 1 | $722,443 | - | - |
| 2023 | 1 | 2 | $636,054 | $0 | - |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 2 | $636,054 | - | - |
| 2022 | 1 | 2 | $581,327 | $12 | $6iApproximate average salary by contribution assumption: employee only about $150 at 4% or $100 at 6%; with 50% employer match about $100 at 4% or $67 at 6%; with 100% employer match about $75 at 4% or $50 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 2 | $581,327 | $12 | $6iApproximate average salary by contribution assumption: employee only about $150 at 4% or $100 at 6%; with 50% employer match about $100 at 4% or $67 at 6%; with 100% employer match about $75 at 4% or $50 at 6%. |
| 2021 | 1 | 3 | $650,025 | $51,722 | $17,241iApproximate average salary by contribution assumption: employee only about $431,017 at 4% or $287,344 at 6%; with 50% employer match about $287,344 at 4% or $191,563 at 6%; with 100% employer match about $215,508 at 4% or $143,672 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 3 | $650,025 | $51,722 | $17,241iApproximate average salary by contribution assumption: employee only about $431,017 at 4% or $287,344 at 6%; with 50% employer match about $287,344 at 4% or $191,563 at 6%; with 100% employer match about $215,508 at 4% or $143,672 at 6%. |
| 2020 | 1 | 3 | $662,241 | $46,164 | $15,388iApproximate average salary by contribution assumption: employee only about $384,700 at 4% or $256,467 at 6%; with 50% employer match about $256,467 at 4% or $170,978 at 6%; with 100% employer match about $192,350 at 4% or $128,233 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 3 | $662,241 | $46,164 | $15,388iApproximate average salary by contribution assumption: employee only about $384,700 at 4% or $256,467 at 6%; with 50% employer match about $256,467 at 4% or $170,978 at 6%; with 100% employer match about $192,350 at 4% or $128,233 at 6%. |
| 2019 | 2 | 3 | $511,649 | $23,572 | $7,857iApproximate average salary by contribution assumption: employee only about $196,433 at 4% or $130,956 at 6%; with 50% employer match about $130,956 at 4% or $87,304 at 6%; with 100% employer match about $98,217 at 4% or $65,478 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 3 | $511,649 | $23,572 | $7,857iApproximate average salary by contribution assumption: employee only about $196,433 at 4% or $130,956 at 6%; with 50% employer match about $130,956 at 4% or $87,304 at 6%; with 100% employer match about $98,217 at 4% or $65,478 at 6%. |
| ONE SOURCE, LLC DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2018 | 2 | 4 | $791,972 | $27,905 | $6,976iApproximate average salary by contribution assumption: employee only about $174,406 at 4% or $116,271 at 6%; with 50% employer match about $116,271 at 4% or $77,514 at 6%; with 100% employer match about $87,203 at 4% or $58,135 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 4 | $463,247 | $27,905 | $6,976iApproximate average salary by contribution assumption: employee only about $174,406 at 4% or $116,271 at 6%; with 50% employer match about $116,271 at 4% or $77,514 at 6%; with 100% employer match about $87,203 at 4% or $58,135 at 6%. |
| ONE SOURCE, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $328,725 | $0 | - |
| 2017 | 2 | 3 | $776,743 | $142,865 | $47,622iApproximate average salary by contribution assumption: employee only about $1,190,542 at 4% or $793,694 at 6%; with 50% employer match about $793,694 at 4% or $529,130 at 6%; with 100% employer match about $595,271 at 4% or $396,847 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 3 | $437,378 | $29,664 | $9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%. |
| ONE SOURCE, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $339,365 | $113,201 | $37,734iApproximate average salary by contribution assumption: employee only about $943,342 at 4% or $628,894 at 6%; with 50% employer match about $628,894 at 4% or $419,263 at 6%; with 100% employer match about $471,671 at 4% or $314,447 at 6%. |
| 2016 | 2 | 7 | $551,141 | $66,907 | $9,558iApproximate average salary by contribution assumption: employee only about $238,954 at 4% or $159,302 at 6%; with 50% employer match about $159,302 at 4% or $106,202 at 6%; with 100% employer match about $119,477 at 4% or $79,651 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 7 | $360,592 | $35,904 | $5,129iApproximate average salary by contribution assumption: employee only about $128,229 at 4% or $85,486 at 6%; with 50% employer match about $85,486 at 4% or $56,990 at 6%; with 100% employer match about $64,114 at 4% or $42,743 at 6%. |
| ONE SOURCE FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $190,549 | $31,003 | $10,334iApproximate average salary by contribution assumption: employee only about $258,358 at 4% or $172,239 at 6%; with 50% employer match about $172,239 at 4% or $114,826 at 6%; with 100% employer match about $129,179 at 4% or $86,119 at 6%. |
| 2015 | 2 | 6 | $475,881 | $202,365 | $33,728iApproximate average salary by contribution assumption: employee only about $843,188 at 4% or $562,125 at 6%; with 50% employer match about $562,125 at 4% or $374,750 at 6%; with 100% employer match about $421,594 at 4% or $281,063 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 6 | $323,025 | $49,509 | $8,252iApproximate average salary by contribution assumption: employee only about $206,288 at 4% or $137,525 at 6%; with 50% employer match about $137,525 at 4% or $91,683 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%. |
| ONE SOURCE FINANCIAL SERVICES, LLC DEFINED BENEFIT PENSION PLAN | - | 4 | $152,856 | $152,856 | $38,214iApproximate average salary by contribution assumption: employee only about $955,350 at 4% or $636,900 at 6%; with 50% employer match about $636,900 at 4% or $424,600 at 6%; with 100% employer match about $477,675 at 4% or $318,450 at 6%. |
| 2014 | 1 | 4 | $276,991 | $64,608 | $16,152iApproximate average salary by contribution assumption: employee only about $403,800 at 4% or $269,200 at 6%; with 50% employer match about $269,200 at 4% or $179,467 at 6%; with 100% employer match about $201,900 at 4% or $134,600 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 4 | $276,991 | $64,608 | $16,152iApproximate average salary by contribution assumption: employee only about $403,800 at 4% or $269,200 at 6%; with 50% employer match about $269,200 at 4% or $179,467 at 6%; with 100% employer match about $201,900 at 4% or $134,600 at 6%. |
| 2013 | 1 | 7 | $212,485 | $74,645 | $10,664iApproximate average salary by contribution assumption: employee only about $266,589 at 4% or $177,726 at 6%; with 50% employer match about $177,726 at 4% or $118,484 at 6%; with 100% employer match about $133,295 at 4% or $88,863 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 7 | $212,485 | $74,645 | $10,664iApproximate average salary by contribution assumption: employee only about $266,589 at 4% or $177,726 at 6%; with 50% employer match about $177,726 at 4% or $118,484 at 6%; with 100% employer match about $133,295 at 4% or $88,863 at 6%. |
| 2012 | 1 | 5 | $127,113 | $61,676 | $12,335iApproximate average salary by contribution assumption: employee only about $308,380 at 4% or $205,587 at 6%; with 50% employer match about $205,587 at 4% or $137,058 at 6%; with 100% employer match about $154,190 at 4% or $102,793 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 5 | $127,113 | $61,676 | $12,335iApproximate average salary by contribution assumption: employee only about $308,380 at 4% or $205,587 at 6%; with 50% employer match about $205,587 at 4% or $137,058 at 6%; with 100% employer match about $154,190 at 4% or $102,793 at 6%. |
| 2011 | 1 | 2 | $56,396 | $55,725 | $27,863iApproximate average salary by contribution assumption: employee only about $696,563 at 4% or $464,375 at 6%; with 50% employer match about $464,375 at 4% or $309,583 at 6%; with 100% employer match about $348,281 at 4% or $232,188 at 6%. |
| One Source Financial Services LLC 401(K) Retirement Plan | - | 2 | $56,396 | $55,725 | $27,863iApproximate average salary by contribution assumption: employee only about $696,563 at 4% or $464,375 at 6%; with 50% employer match about $464,375 at 4% or $309,583 at 6%; with 100% employer match about $348,281 at 4% or $232,188 at 6%. |