Plan5500

Warrensville Hts, 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, Warrensville Hts, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,030,463 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$3,030,463
Total reported assets$3M$3,030,463
Total reported participants124
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities—
Contributions & income
Employer contributions$15.7K
Participant contributions$43K
Total income / additions$305.3K
Expenses & distributions
Benefits paid / distributions$176.1K
Total expenses$176.1K
Net increase / (decrease)$129.2K

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 Warrensville Hts, 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

Warrensville Hts market comparison

Largest plan share of assets100%Michael Kalus Md Profit Sharing & 401k Plan
Participants per plan62Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Warrensville Hts

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

  1. 1
    Michael Kalus Md Profit Sharing & 401k Plan$3M
    Michael Kalus Md · 2023
  2. 2
    Horizons, Incorporated Health & Welfare Plannot reported in the loaded dataset
    Horizons, Incorporated · 2023

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

Related Form 5500 pages