2023 Form 5500 filing — The Altenheim 401(K) 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 20241010130808NAL0020117105001) for The Altenheim 401(K) Plan, reported by West Side Deutscher Frauen Verein, Dba The Altenheim under EIN 34-0726068 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130808NAL0020117105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Side Deutscher Frauen Verein, Dba The Altenheim
- EIN
- 34-0726068
- Plan number
- 002
- Location
- Strongsville, OH
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,513,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,513,590
- Employer contributions
- $170,675
- Participant contributions
- $244,263
- Total income / additions
- $1,152,278
- Benefits paid
- $486,035
- Administrative expenses
- $32,418
- Total expenses
- $518,453
- Net increase / (decrease)
- $633,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Huntington National Bank | ADVISOR | $14,045 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,435 | $0 |