Plan5500

Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan — Form 5500 plan (Society Of St. Vincent De Paul District Council Of Cincinnati, 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, Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan is a benefit plan reported by Society Of St. Vincent De Paul District Council Of Cincinnati, Inc. under EIN 31-0537510 and plan number 002. The latest loaded filing year is 2023. The filing reports 269 participants and $1,999,938 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$1,999,938
Participants269Covered participants reported
Assets / participant$7.4KComputed: assets ÷ participants$7,435 (computed)
Provider compensation$18.7K2 Schedule C provider row(s)$18,668
Plan sponsor
Society Of St. Vincent De Paul District Council Of Cincinnati, Inc.
EIN
31-0537510
Plan number
002
Plan type
2
Location
Cincinnati, 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
    269 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)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$726.5K
Total expenses$372.2K
Benefits paid / distributions$362.4K
Contributions
Employer$184.2K
Participant$292.6K
Full reported line items

Net assets

Total assets (EOY)
$1,999,938
Total liabilities (EOY)
$0
Net assets (EOY)
$1,999,938
Net assets (BOY)
$1,645,658

Income & contributions

Employer contributions
$184,223
Participant contributions
$292,649
Total contributions
$476,872
Total income / additions
$726,450

Expenses & distributions

Benefits paid
$362,385
Administrative expenses
$9,384
Total expenses
$372,170
Net increase / (decrease)
$354,280
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 39%Participant 61%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income50%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
    Pca Investment Advisory Services$18.6K
    RECORDKEEPER · Direct $9.3K · Indirect $9.3K
  2. 2
    Empower Annuity Insurance Company$100
    RECORDKEEPER · Direct $100 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan?
Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan is reported as sponsored by Society Of St. Vincent De Paul District Council Of Cincinnati, Inc. (EIN 31-0537510, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan is 2023.
How many participants does Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan report?
Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan reports 269 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan?
Society Of St. Vincent Depaul District Council Of Cincinnati, Inc. 401(K) Plan reports $1,999,938 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