Plan5500

South 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, South Lebanon, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,997 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 South Lebanon

  • 3 loaded plans hold $22K in reported assets across 3 sponsors.
  • The largest, Burning Ships Development Group, Inc. Retirement Plan, holds 95% of reported South Lebanon plan assets.
  • Plans cover 34 participants — about 11 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$21KSummed across loaded plans$20,997
Total reported assets$22K$21,997
Total reported participants34
Total reported liabilities$1K$1,000

Reported net position

Reported assets = net assets + liabilities (summed)$22K total assets
Net assets$21KLiabilities$1K
Expenses & distributions
Benefits paid / distributions$41.6K
Total expenses$41.7K
Net increase / (decrease)-$140.3K

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 South 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

South Lebanon market comparison

Largest plan share of assets95%Burning Ships Development Group, Inc. Retirement Plan
Participants per plan11Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in South Lebanon

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

  1. 1
    Burning Ships Development Group, Inc. Retirement Plan$21K
    Burning Ships Development Group, Inc. · 2023
  2. 2
    Hhmt, Inc. Employee Stock Ownership 401(K) Plan$1K
    Hhmt, Inc. · 2023
  3. 3
    Latitude Capital, Inc. Profit Sharing Plan$0
    Latitude Capital, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages