2023 Form 5500 filing — Oh/Nfm Group Retirement 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 20241007143301NAL0015336993001) for Oh/Nfm Group Retirement Plan, reported by Ohio Holdings, Inc. under EIN 34-1941799 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007143301NAL0015336993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Holdings, Inc.
- EIN
- 34-1941799
- Plan number
- 001
- Location
- Maumee, OH
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,569,894
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $5,569,845
- Employer contributions
- $482,560
- Participant contributions
- $692,031
- Total income / additions
- $2,499,552
- Benefits paid
- $488,098
- Administrative expenses
- $43,003
- Total expenses
- $531,101
- Net increase / (decrease)
- $1,968,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $37,268 | $0 |
| Osaic Wealth, Inc. | BROKER ADVISOR | $0 | $19,209 |
| Great Lakes Pension Services | CONTRACT ADMIN | $9,470 | not reported in the loaded dataset |
| Empower Advisory Grp, LLC | INV MGT | $7,777 | not reported in the loaded dataset |