2023 Form 5500 filing — Ohio Valley Electrical Services, Inc. 401(K) 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 20241009065517NAL0017948865001) for Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan, reported by Ohio Valley Electrical Services, Inc. under EIN 01-0706901 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009065517NAL0017948865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Valley Electrical Services, Inc.
- EIN
- 01-0706901
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,031,155
- Total liabilities (EOY)
- $1,520
- Net assets (EOY)
- $13,029,635
- Employer contributions
- $230,804
- Participant contributions
- $618,088
- Total income / additions
- $2,960,243
- Benefits paid
- $1,268,271
- Administrative expenses
- $76,052
- Total expenses
- $1,374,607
- Net increase / (decrease)
- $1,585,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $66,523 | $36 |
| Lpl Financial LLC | INVESTMENT ADVISORS | $0 | $18,970 |
| Lincoln Financial Advisors Cor | INVESTMENT ADVISORS | $0 | $9,651 |
| Iron-Co-Fid--Comprehensive | INVESTMENT ADVISOR | $7,298 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | NONE | $2,235 | $3,295 |