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  5. ONE SOURCE FINANCIAL GROUP, INC.

ONE SOURCE FINANCIAL GROUP, INC.

Company Details

Entity Name: ONE SOURCE FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 14 Jul 2016
Business ALEI: 1211149
Annual report due: 14 Jul 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States
Mailing address: P.O. BOX 730, SUFFIELD, CT, United States, 06078
ZIP code: 06093
County: Hartford
Place of Formation: MASSACHUSETTS
E-Mail: claire@osfgroup.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2023 043017143 2024-06-18 ONE SOURCE FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2024-06-18
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2022 043017143 2023-06-02 ONE SOURCE FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2023-06-02
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2021 043017143 2022-05-11 ONE SOURCE FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2022-05-11
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2020 043017143 2021-06-03 ONE SOURCE FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2021-06-03
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2019 043017143 2020-03-19 ONE SOURCE FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2020-03-19
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2018 043017143 2019-06-10 ONE SOURCE FINANCIAL GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2019-06-10
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2017 043017143 2018-06-20 ONE SOURCE FINANCIAL GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2018-06-20
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature
ONE SOURCE FINANCIAL GROUP, INC. 401-K RETIREMENT PLAN 2016 043017143 2017-07-20 ONE SOURCE FINANCIAL GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-08-08
Business code 524210
Sponsor’s telephone number 4137590000
Plan sponsor’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730

Plan administrator’s name and address
Administrator’s EIN 043017143
Plan administrator’s name ONE SOURCE FINANCIAL GROUP, INC.
Plan administrator’s address 1054 NORTH GRAND STREET, PO BOX 730, SUFFIELD, CT, 060780730
Administrator’s telephone number 4137590000

Signature of
Role Plan administrator
Date 2017-07-20
Name of individual signing ROBERT BERRIMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
ROBERT S. BERRIMAN Agent 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States +1 860-906-4293 claire@osfgroup.com 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States

Director

Name Role Business address Residence address
CLAIRE A. BERRIMAN Director 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States

Officer

Name Role Business address Phone E-Mail Residence address
ROBERT S. BERRIMAN Officer 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States +1 860-906-4293 claire@osfgroup.com 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012257487 2024-06-20 No data Annual Report Annual Report No data
BF-0011459633 2023-06-14 No data Annual Report Annual Report No data
BF-0010403932 2022-06-15 No data Annual Report Annual Report 2022
BF-0009758903 2021-06-22 No data Annual Report Annual Report No data
0006934399 2020-06-29 No data Annual Report Annual Report 2020
0006579531 2019-06-18 No data Annual Report Annual Report 2019
0006201868 2018-06-18 No data Annual Report Annual Report 2018
0005885039 2017-07-11 No data Annual Report Annual Report 2017
0005601865 2016-07-14 2016-07-14 Business Registration Certificate of Authority No data

Related by officers

ROBERT S. BERRIMAN

FOUNDATION SOLUTIONS, INC.

Related by address

1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States

ONE SOURCE WEALTH MANAGEMENT, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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