2023 Form 5500 filing — North Ohio Heart Center, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715083729NAL0002577584001) for North Ohio Heart Center, Inc. 401(K) Savings Plan, reported by North Ohio Heart Center, Inc. under EIN 34-1221800 and plan number 003. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715083729NAL0002577584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Ohio Heart Center, Inc.
- EIN
- 34-1221800
- Plan number
- 003
- Location
- Elyria, OH
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $33,780
- Total income / additions
- $894,490
- Benefits paid
- $16,012,792
- Administrative expenses
- $67,332
- Total expenses
- $16,080,124
- Net increase / (decrease)
- -$15,185,634
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rea & Associates Inc | AUDITOR | $40,200 | not reported in the loaded dataset |
| Trinity Pension Consultants Inc. | CONTRACT ADMIN | $24,548 | $5,169 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $20,507 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,088 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $131 | not reported in the loaded dataset |