2023 Form 5500 filing — Dinsmore & Shohl Llp Cash Balance 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 20241010131028NAL0040119650001) for Dinsmore & Shohl Llp Cash Balance Plan, reported by Dinsmore & Shohl Llp under EIN 31-0263070 and plan number 004. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010131028NAL0040119650001
Filing year
2023
Form type
2
Plan sponsor
Dinsmore & Shohl Llp
EIN
31-0263070
Plan number
004
Location
Cincinnati, OH
Participants
275
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,822,233
Total liabilities (EOY)
$0
Net assets (EOY)
$19,822,233
Employer contributions
$3,709,937
Total income / additions
$5,348,134
Benefits paid
$1,054,185
Administrative expenses
$113,159
Total expenses
$1,167,344
Net increase / (decrease)
$4,180,790
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
October Three Consulting LLCACTUARY$101,776not reported in the loaded dataset
Fifth Third BankTRUSTEE$11,383not reported in the loaded dataset

Related Form 5500 pages