Plan5500

Vermilion, 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, Vermilion, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,455,413 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 Vermilion

  • 3 loaded plans hold $1.5M in reported assets across 3 sponsors.
  • The largest, Thomas R. Zacher Dds 401k Profit Sharing Plan, holds 89% of reported Vermilion plan assets.
  • Plans cover 13 participants — about 4 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$1.5MSummed across loaded plans$1,455,413
Total reported assets$1.5M$1,455,413
Total reported participants13
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$1.5MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$179.2K
Expenses & distributions
Benefits paid / distributions$248.4K
Total expenses$258.3K
Net increase / (decrease)-$79K

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 Vermilion, 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

Vermilion market comparison

Largest plan share of assets89%Thomas R. Zacher Dds 401k Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Vermilion

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

  1. 1
    Thomas R. Zacher Dds 401k Profit Sharing Plan$1.3M
    Thomas R. Zacher Dds · 2023
  2. 2
    Six Happy Sisters Inc. 401(K) Plan$92.9K
    Six Happy Sisters Inc. · 2023
  3. 3
    Forconi Diversified, Inc. Retirement Plan$63.6K
    Forconi Diversified, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages