Plan5500

Jeffersonville, OH Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jeffersonville, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,540,382 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Jeffersonville

  • 2 loaded plans hold $8.5M in reported assets across 1 sponsors.
  • The largest, Tfo Tech Company Ltd. Savings Incentive Plan, holds 100% of reported Jeffersonville plan assets.
  • Plans cover 262 participants — about 131 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.5MSummed across loaded plans$8,540,382
Total reported assets$8.5M$8,540,382
Total reported participants262
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$0
Contributions & income
Employer contributions$158K
Participant contributions$251.4K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$243.1K
Total expenses$257.5K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jeffersonville, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Jeffersonville market comparison

Largest plan share of assets100%Tfo Tech Company Ltd. Savings Incentive Plan
Participants per plan131Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Jeffersonville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tfo Tech Company Ltd. Savings Incentive Plan$8.5M
    Tfo Tech Company Ltd. · 2023
  2. 2
    Tfo Tech Company Employee Benefits Plannot reported in the loaded dataset
    Tfo Tech Company, Ltd. · 2023

Largest plans in Jeffersonville → · Jeffersonville plans by participants → · Jeffersonville plans with financial data → · Jeffersonville plans with provider compensation → · $1B+ plans in Jeffersonville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jeffersonville, OH?
2 plan(s) reported by 1 sponsor(s) are loaded for Jeffersonville, OH.

Related Form 5500 pages