2023 Form 5500 filing — Southwest Ohio Ent Specialists, Inc. 401(K) Retirement 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 20241009135333NAL0019378417001) for Southwest Ohio Ent Specialists, Inc. 401(K) Retirement Plan And Trust, reported by Southwest Ohio Ent Specialists, Inc. under EIN 31-0644802 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135333NAL0019378417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Ohio Ent Specialists, Inc.
- EIN
- 31-0644802
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,339,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,339,287
- Employer contributions
- $810,936
- Participant contributions
- $832,833
- Total income / additions
- $5,275,302
- Benefits paid
- $596,854
- Administrative expenses
- $44,672
- Total expenses
- $641,526
- Net increase / (decrease)
- $4,633,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Advisors | INVESTEMENT ADVISORY | $34,286 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $6,416 | $0 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $3,297 | $462 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $151 | $0 |