The Dinsmore & Shohl, Llp Savings And Investment Plan — Form 5500 plan (Dinsmore & Shohl Llp)
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, The Dinsmore & Shohl, Llp Savings And Investment Plan is a benefit plan reported by Dinsmore & Shohl Llp under EIN 31-0263070 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,137 participants and $427,329,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dinsmore & Shohl Llp
- EIN
- 31-0263070
- Plan number
- 003
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 2,137
- End-of-year plan assets
- $427,329,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,137 | H, C | 20241009100630NAL0010513203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $427,329,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $427,329,185
- Net assets (BOY)
- $362,849,187
Income & contributions
- Employer contributions
- $13,593,439
- Participant contributions
- $13,471,240
- Total contributions
- $44,431,279
- Total income / additions
- $110,989,938
Expenses & distributions
- Benefits paid
- $45,812,706
- Administrative expenses
- $697,234
- Total expenses
- $46,509,940
- Net increase / (decrease)
- $64,479,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors | PLAN ADMINISTRATOR | $50,499 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $46,853 | not reported in the loaded dataset | 2023 |
| Bahl And Gaynor | CONSULTANT | $27,571 | not reported in the loaded dataset | 2023 |
| Horan Securities | CONSULTANT | $26,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$181,585 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dinsmore & Shohl Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Mariner Wealth Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bahl And Gaynor — Schedule C compensation
- Horan Securities — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation