Louisville, 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, Louisville, OH has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $67,759,531 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,759,531
Total reported liabilities (EOY)
$9,015
Total reported net assets (EOY)
$67,750,516

Contributions & income

Employer contributions
$2,174,787
Participant contributions
$3,812,199
Total income / additions
$15,500,213

Expenses & distributions

Benefits paid / distributions
$8,284,246
Total expenses
$8,667,472
Net increase / (decrease)
$6,832,741

Coverage

Total reported participants
3,017
Plans with financial statements
5
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Louisville, 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.

Largest loaded plans by reported assets

Largest loaded plans in Louisville, OH
PlanSponsorReported assets (EOY)Year
H-P Products, Inc. 401(K) Retirement PlanH-P Products, Inc.$36,576,0172023
Biery Cheese Company Employees Profit Sharing PlanBiery Cheese Company$19,050,1352023
Sgb Smit Usa Holding Inc. 401(K) And Profit Sharing PlanSgb Smit Usa Holding Inc.$6,452,2462023
Todd'S Enviroscapes, LLC. 401(K) Profit Sharing PlanTodd'S Enviroscapes, LLC$3,495,8842023
St. Joseph Senior Living 401(K) Retirement PlanSt. Joseph Care Center$2,185,2492023
Otc Services, Inc. Life InsuranceOtc Services, Inc.not reported in the loaded dataset2023
H-P Products, Inc. Health Care PlanH-P Products, Inc. Health Care Plannot reported in the loaded dataset2023
Biery Cheese Company Welfare PlanBiery Cheese Companynot reported in the loaded dataset2023
Otc Services, Inc. MedicalOtc Services, Inc.not reported in the loaded dataset2023
Otc Services, Inc. DentalOtc Services, Inc.not reported in the loaded dataset2023

Related Form 5500 pages