2023 Form 5500 filing — Ssoe, Inc. Profit Sharing And Savings 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 20241004112725NAL0019526176001) for Ssoe, Inc. Profit Sharing And Savings Plan And Trust, reported by Ssoe, Inc. under EIN 34-1045421 and plan number 001. It reports 1,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004112725NAL0019526176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ssoe, Inc.
- EIN
- 34-1045421
- Plan number
- 001
- Location
- Toledo, OH
- Participants
- 1,437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,603,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,603,124
- Employer contributions
- $9,596,695
- Participant contributions
- $12,053,755
- Total income / additions
- $58,636,756
- Benefits paid
- $18,356,426
- Administrative expenses
- $340,732
- Total expenses
- $18,698,906
- Net increase / (decrease)
- $39,937,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $120,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $114,058 | $0 |
| Vanguard Advisers Inc. | NONE | $85,345 | not reported in the loaded dataset |
| Clifton Larson Allen,Llp | NONE | $11,679 | not reported in the loaded dataset |
| Gilmore Jasion And Mahler Ltd | NONE | $11,500 | not reported in the loaded dataset |