2023 Form 5500 filing — Spring Grove Cemetery And Arboretum 401(K) Profit Sharing 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 20241007163151NAL0015511329001) for Spring Grove Cemetery And Arboretum 401(K) Profit Sharing Plan, reported by Spring Grove Cemetery And Arboretum under EIN 31-0235950 and plan number 003. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.3MReported net assets$14,284,701
Participants191
Provider compensation$65.2K5 Schedule C row(s)$65,238
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007163151NAL0015511329001
- Plan sponsor
- Spring Grove Cemetery And Arboretum
- EIN
- 31-0235950
- Plan number
- 003
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,284,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,284,701
- Employer contributions
- $895,261
- Participant contributions
- $681,918
- Total income / additions
- $3,495,552
- Benefits paid
- $1,069,835
- Administrative expenses
- $65,238
- Total expenses
- $1,135,073
- Net increase / (decrease)
- $2,360,479
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $30,547 | not reported in the loaded dataset |
| Transamerica Life Insurance Co | RECORDKEEPER | $20,365 | $0 |
| Mellott & Mellott Pll | AUDITOR | $7,400 | not reported in the loaded dataset |
| M2b Retirement Consulting, LLC | TPA | $4,450 | $0 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY-PLAN | $2,476 | not reported in the loaded dataset |