2023 Form 5500 filing — Mid-Ohio Emergency Services, LLC 401(K) Plan And Trust
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 20241001104612NAL0006954593001) for Mid-Ohio Emergency Services, LLC 401(K) Plan And Trust, reported by Mid-Ohio Emergency Services, LLC under EIN 31-1603722 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001104612NAL0006954593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Ohio Emergency Services, LLC
- EIN
- 31-1603722
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,035,501
- Net assets (EOY)
- $83,035,501
- Employer contributions
- $4,145,303
- Participant contributions
- $2,642,630
- Total income / additions
- $21,761,505
- Benefits paid
- $7,199,012
- Administrative expenses
- $47,494
- Total expenses
- $7,246,506
- Net increase / (decrease)
- $14,514,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | NONE | $21,055 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $11,181 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $7,609 | not reported in the loaded dataset |
| Nvest Wealth Strategies Inc | NONE | $5,927 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $655 | $0 |