West Chester Township, 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, West Chester Township, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $110,000 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 West Chester Township

  • 1 loaded plans hold $110K in reported assets across 1 sponsors.
  • The largest, Brozsi Wellness Inc.Retirement Plan, holds 100% of reported West Chester Township 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$110KSummed across loaded plans$110,000
Total reported assets$110K$110,000
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$110K total assets
Net assets$110KLiabilities
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$10K

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 West Chester Township, 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

West Chester Township market comparison

Largest plan share of assets100%Brozsi Wellness Inc.Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Chester Township

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

  1. 1
    Brozsi Wellness Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages