2023 Form 5500 filing — Vorys, Sater, Seymour And Pease Llp 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 20241014095733NAL0014730979003) for Vorys, Sater, Seymour And Pease Llp Retirement Plan, reported by Vorys, Sater, Seymour And Pease Llp under EIN 31-4333125 and plan number 002. It reports 1,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095733NAL0014730979003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vorys, Sater, Seymour And Pease Llp
- EIN
- 31-4333125
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 1,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $385,075,922
- Net assets (EOY)
- $385,075,922
- Employer contributions
- $9,573,845
- Participant contributions
- $9,789,325
- Total income / additions
- $82,932,837
- Benefits paid
- $22,094,116
- Administrative expenses
- $600,527
- Total expenses
- $22,695,152
- Net increase / (decrease)
- $60,237,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Joseph Group LLC | NONE | $153,424 | not reported in the loaded dataset |
| Hamilton Capital LLC | NONE | $83,878 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $82,419 | not reported in the loaded dataset |
| Cook Street Consulting | NONE | $81,111 | not reported in the loaded dataset |
| Fisher Investments | NONE | $75,275 | not reported in the loaded dataset |
| Johnson Investment Counsel Inc | NONE | $22,287 | not reported in the loaded dataset |
| G2 Capital Management LLC | NONE | $19,422 | not reported in the loaded dataset |
| The Huntington National Bank | NONE | $18,354 | not reported in the loaded dataset |
| Columbus Investment Advisory I | NONE | $16,943 | not reported in the loaded dataset |
| Quadrant Capital Group LLC | NONE | $9,537 | not reported in the loaded dataset |
| Vela Investment Management LLC | NONE | $8,186 | not reported in the loaded dataset |
| Breen Winkel & Company Llp | NONE | $6,500 | not reported in the loaded dataset |
| Aa Financial Advisors LLC | NONE | $6,221 | not reported in the loaded dataset |
| Northwest Financial Services I | NONE | $5,321 | not reported in the loaded dataset |
| Runnymede Capital Advisors Inc | NONE | $5,169 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,710 | $93 |