Plan5500

Lucasville, 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, Lucasville, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,928,995 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Lucasville

  • 3 loaded plans hold $2.9M in reported assets across 3 sponsors.
  • The largest, Gahm'S Ii Pharmacy 401k Psp, holds 54% of reported Lucasville plan assets.
  • Plans cover 20 participants — about 7 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9MSummed across loaded plans$2,928,995
Total reported assets$2.9M$2,928,995
Total reported participants20
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.9MLiabilities—
Contributions & income
Employer contributions$53.1K
Participant contributions$87K
Total income / additions$506.1K
Expenses & distributions
Benefits paid / distributions$289.7K
Total expenses$292.1K
Net increase / (decrease)$214.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Lucasville market comparison

Largest plan share of assets54%Gahm'S Ii Pharmacy 401k Psp
Participants per plan7Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lucasville

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

  1. 1
    Gahm'S Ii Pharmacy 401k Psp$1.6M
    Gahm'S Pharmacy · 2023
  2. 2
    Gahm'S Pharmacy 401k Psp$1M
    Gahm'S Pharmacy · 2023
  3. 3
    Bad Management Inc. 401k Psp$299.8K
    Bad Management Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lucasville, OH?
3 plan(s) reported by 3 sponsor(s) are loaded for Lucasville, OH.

Related Form 5500 pages