Plan5500

Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Ohio Valley Electrical Services, Inc.)

Plain-English plan 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, Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Ohio Valley Electrical Services, Inc. under EIN 01-0706901 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $13,031,155 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13MPlan net assets, end of year$13,029,635
Participants163Covered participants reported
Assets / participant$79.9KComputed: assets ÷ participants$79,946 (computed)
Provider compensation$108K5 Schedule C provider row(s)$108,008
Plan sponsor
Ohio Valley Electrical Services, Inc.
EIN
01-0706901
Plan number
001
Plan type
2
Location
Blue Ash, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    163 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$1.5K
Money in vs. money out
Total income / additions$3M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$230.8K
Participant$618.1K
Full reported line items

Net assets

Total assets (EOY)
$13,031,155
Total liabilities (EOY)
$1,520
Net assets (EOY)
$13,029,635
Net assets (BOY)
$11,443,999

Income & contributions

Employer contributions
$230,804
Participant contributions
$618,088
Total contributions
$853,907
Total income / additions
$2,960,243

Expenses & distributions

Benefits paid
$1,268,271
Administrative expenses
$76,052
Total expenses
$1,374,607
Net increase / (decrease)
$1,585,636
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nationwide$66.6K
    NONE · Direct $66.5K · Indirect $36
  2. 2
    Lpl Financial LLC$19K
    INVESTMENT ADVISORS · Direct $0 · Indirect $19K
  3. 3
    Lincoln Financial Advisors Cor$9.7K
    INVESTMENT ADVISORS · Direct $0 · Indirect $9.7K
  4. 4
    Iron-Co-Fid--Comprehensive$7.3K
    INVESTMENT ADVISOR · Direct $7.3K
  5. 5
    Blue Ridge Esop Associates$5.5K
    NONE · Direct $2.2K · Indirect $3.3K

What to inspect next

Frequently asked questions

Who sponsors the Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan?
Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan is reported as sponsored by Ohio Valley Electrical Services, Inc. (EIN 01-0706901, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan is 2023.
How many participants does Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan report?
Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan reports 163 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan?
Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan reports $13,031,155 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages