So Lebanon, 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, So Lebanon, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $190,034 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 So Lebanon

  • 1 loaded plans hold $190K in reported assets across 1 sponsors.
  • The largest, Lakeview Trailer Court Corp. 401(K) Plan, holds 100% of reported So Lebanon plan assets.
  • Plans cover 2 participants — about 2 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$190KSummed across loaded plans$190,034
Total reported assets$190K$190,034
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$190K total assets
Net assets$190KLiabilities
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$38.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$38.6K

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 So Lebanon, 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

So Lebanon market comparison

Largest plan share of assets100%Lakeview Trailer Court Corp. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in So Lebanon

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

  1. 1
    Lakeview Trailer Court Corp. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages