2023 Form 5500 filing — Holden Forests & Gardens 403(B) 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 20241011115447NAL0043553730001) for Holden Forests & Gardens 403(B) Retirement Plan, reported by Holden Arboretum under EIN 34-0750346 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115447NAL0043553730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holden Arboretum
- EIN
- 34-0750346
- Plan number
- 002
- Location
- Kirland, OH
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,029,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,029,847
- Employer contributions
- $357,645
- Participant contributions
- $489,955
- Total income / additions
- $1,961,208
- Benefits paid
- $925,083
- Administrative expenses
- $99
- Total expenses
- $925,182
- Net increase / (decrease)
- $1,036,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Omega Pensions Inc. | CONTRACT ADMIN | $0 | $7,315 |