Plan5500

Ottawa, 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, Ottawa, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,073,511 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
2
Latest filing year
2023

What stands out in Ottawa

  • 2 loaded plans hold $3.1M in reported assets across 2 sponsors.
  • The largest, Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan, holds 100% of reported Ottawa plan assets.
  • Plans cover 112 participants — about 56 per plan.
  • 50% 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$3.1MSummed across loaded plans$3,073,511
Total reported assets$3.1M$3,073,511
Total reported participants112
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities—
Contributions & income
Employer contributions$29.2K
Participant contributions$31.6K
Total income / additions$545.4K
Expenses & distributions
Benefits paid / distributions$12.1K
Total expenses$12.1K
Net increase / (decrease)$533.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Ottawa market comparison

Largest plan share of assets100%Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan
Participants per plan56Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Ottawa

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

  1. 1
    Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan$3.1M
    Love-Heitmeyer Funeral Homes, Inc. · 2023
  2. 2
    Endera Motors, LLC Health And Welfare Plannot reported in the loaded dataset
    Endera Motors, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages