2023 Form 5500 filing — Southwest Ohio Ent Specialists, Inc. Cash Balance Pension 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 20241009144657NAL0019463809001) for Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan, reported by Southwest Ohio Ent Specialists, Inc. under EIN 31-0644802 and plan number 003. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144657NAL0019463809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Ohio Ent Specialists, Inc.
- EIN
- 31-0644802
- Plan number
- 003
- Location
- Dayton, OH
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,239,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,239,322
- Employer contributions
- $1,610,600
- Total income / additions
- $1,849,727
- Benefits paid
- $3,331
- Administrative expenses
- $39,129
- Total expenses
- $42,460
- Net increase / (decrease)
- $1,807,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Retirement Systems, Inc. | NONE | $19,750 | not reported in the loaded dataset |
| Everhart Advisors | NONE | $9,277 | not reported in the loaded dataset |