2023 Form 5500 filing — Easter Seals Tristate LLC 401(K) 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 20241015120527NAL0028322465002) for Easter Seals Tristate LLC 401(K) Retirement Plan, reported by Easter Seals Tristate LLC under EIN 31-0873433 and plan number 002. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120527NAL0028322465002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals Tristate LLC
- EIN
- 31-0873433
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,000,986
- Net assets (EOY)
- $11,000,986
- Employer contributions
- $225,369
- Participant contributions
- $460,316
- Total income / additions
- $2,017,651
- Benefits paid
- $1,109,213
- Administrative expenses
- $7,960
- Total expenses
- $1,117,173
- Net increase / (decrease)
- $900,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truepoint Inc | INVESTMENT ADVISOR | $25,979 | $0 |
| Lpl Financial | OTHER | $4,186 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,085 | $0 |
| Schneider Male & Strakowski | CONTRACT ADMIN | $1,300 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $915 | $0 |