The Seven Hills School Retirement Plan — Form 5500 plan (The Seven Hills School)
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 Seven Hills School Retirement Plan is a benefit plan reported by The Seven Hills School under EIN 31-0536666 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $59,582,647 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$59.6MPlan net assets, end of year$59,582,647
Participants455Covered participants reported
Assets / participant$131KComputed: assets ÷ participants$130,951 (computed)
Provider compensation$36.5K2 Schedule C provider row(s)$36,527
- Plan sponsor
- The Seven Hills School
- EIN
- 31-0536666
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20240904081552NAL0019920145001 |
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)$59.6M total assets
Net assets$59.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $59,582,647
- Net assets (EOY)
- $59,582,647
- Net assets (BOY)
- $53,046,995
Income & contributions
- Employer contributions
- $855,818
- Participant contributions
- $1,110,481
- Total contributions
- $1,966,299
- Total income / additions
- $9,756,039
Expenses & distributions
- Benefits paid
- $3,180,410
- Administrative expenses
- $39,977
- Total expenses
- $3,220,387
- Net increase / (decrease)
- $6,535,652
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.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | CUSTODIAN | $24,327 | $0 | 2023 |
| Mellott & Mellott, Pll | AUDITOR | $12,200 | not reported in the loaded dataset | 2023 |