Wellston, 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, Wellston, OH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,040,866 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,040,866
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $11,040,866
Contributions & income
- Employer contributions
- $133,008
- Participant contributions
- $927,680
- Total income / additions
- $2,959,599
Expenses & distributions
- Benefits paid / distributions
- $2,143,353
- Total expenses
- $2,251,978
- Net increase / (decrease)
- $707,621
Coverage
- Total reported participants
- 1,033
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wellston, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Superior Hardwoods Of Ohio, Inc. Employees Profit Sharing Plan | Superior Hardwoods Of Ohio, Inc. | $9,745,067 | 2023 |
| Sherman Group Retirement Plan | Edgewood Manor Of Wellston | $1,295,799 | 2023 |
| Superior Hardwoods Of Ohio, Inc. | Superior Hardwoods Of Ohio, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wellston → · Wellston plans by participants → · Wellston plans with financial data → · Wellston plans with provider compensation → · $1B+ plans in Wellston →
Related Form 5500 pages
- All OH Form 5500 filings
- Superior Hardwoods Of Ohio, Inc. Employees Profit Sharing Plan (plan 002)
- Superior Hardwoods Of Ohio, Inc. — all reported plans
- Sherman Group Retirement Plan (plan 001)
- Edgewood Manor Of Wellston — all reported plans
- Superior Hardwoods Of Ohio, Inc. (plan 501)
- Methodology
- Data sources