Plan5500

Milford Center, 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, Milford Center, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,796,087 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Milford Center

  • 1 loaded plans hold $7.8M in reported assets across 1 sponsors.
  • The largest, Advanced Technology Products, Inc. Employee Stock Ownership Plan, holds 100% of reported Milford Center plan assets.
  • Plans cover 90 participants — about 90 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$34.6KSummed across loaded plans$34,581
Total reported assets$7.8M$7,796,087
Total reported participants90
Total reported liabilities$7.8M$7,761,506

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$34.6KLiabilities$7.8M
Contributions & income
Employer contributions$448.5K
Participant contributionsNot reported
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$11.9K
Total expenses$168.5K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Milford Center market comparison

Largest plan share of assets100%Advanced Technology Products, Inc. Employee Stock Ownership Plan
Participants per plan90Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Milford Center

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

  1. 1
    Advanced Technology Products, Inc. Employee Stock Ownership Plan$7.8M
    Advanced Technology Products, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages