Spring Grove Cemetery And Arboretum 401(K) Profit Sharing Plan — Form 5500 plan (Spring Grove Cemetery And Arboretum)
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, Spring Grove Cemetery And Arboretum 401(K) Profit Sharing Plan is a benefit plan reported by Spring Grove Cemetery And Arboretum under EIN 31-0235950 and plan number 003. The latest loaded filing year is 2023. The filing reports 191 participants and $14,284,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spring Grove Cemetery And Arboretum
- EIN
- 31-0235950
- Plan number
- 003
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $14,284,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241007163151NAL0015511329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,284,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,284,701
- Net assets (BOY)
- $11,924,222
Income & contributions
- Employer contributions
- $895,261
- Participant contributions
- $681,918
- Total contributions
- $1,577,179
- Total income / additions
- $3,495,552
Expenses & distributions
- Benefits paid
- $1,069,835
- Administrative expenses
- $65,238
- Total expenses
- $1,135,073
- Net increase / (decrease)
- $2,360,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $30,547 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Co | RECORDKEEPER | $20,365 | $0 | 2023 |
| Mellott & Mellott Pll | AUDITOR | $7,400 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting, LLC | TPA | $4,450 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY-PLAN | $2,476 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spring Grove Cemetery And Arboretum
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Edward D Jones & Company — Schedule C compensation
- Transamerica Life Insurance Co — Schedule C compensation
- Mellott & Mellott Pll — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation