How many benefit plans does Southwest Ohio Ent Specialists, Inc. report on Form 5500?

Southwest Ohio Ent Specialists, Inc. (EIN 31-0644802) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Southwest Ohio Ent Specialists, Inc.?

The Employer Identification Number (EIN) reported for Southwest Ohio Ent Specialists, Inc. is 31-0644802.

What is the latest Form 5500 filing year for Southwest Ohio Ent Specialists, Inc.?

The latest loaded Form 5500 filing year for Southwest Ohio Ent Specialists, Inc. is 2023.

Southwest Ohio Ent Specialists, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southwest Ohio Ent Specialists, Inc. (EIN 31-0644802) is a plan sponsor located in Dayton, OH with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-0644802
Location: Dayton, OH
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,578,609
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $28,578,609

Contributions & income

Employer contributions: $2,421,536
Participant contributions: $832,833
Total income / additions: $7,125,029

Expenses & distributions

Benefits paid / distributions: $600,185
Total expenses: $683,986
Net increase / (decrease): $6,441,043

Coverage

Total reported participants: 388
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Southwest Ohio Ent Specialists, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Southwest Ohio Ent Specialists, Inc. 401(K) Retirement Plan And Trust	002	161	$24,339,287	2023
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan	003	118	$4,239,322	2023
Southwest Ohio Ent Specialists, Inc. Employee Benefit Plan	501	109	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southwest Ohio Ent Specialists, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Southwest Ohio Ent Specialists, Inc. Employee Benefit Plan	109	—	20240429071718NAL0015073203001
2023	Southwest Ohio Ent Specialists, Inc. 401(K) Retirement Plan And Trust	161	H, C	20241009135333NAL0019378417001
2023	Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan	118	H, C	20241009144657NAL0019463809001