Taft Stettinius & Hollister Llp Retirement Plan For Partners — Form 5500 plan (Taft Stettinius & Hollister 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, Taft Stettinius & Hollister Llp Retirement Plan For Partners is a benefit plan reported by Taft Stettinius & Hollister Llp under EIN 31-0541755 and plan number 012. The latest loaded filing year is 2023. The filing reports 348 participants and $32,427,029 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.4MPlan net assets, end of year$32,427,029
Participants348Covered participants reported
Assets / participant$93.2KComputed: assets ÷ participants$93,181 (computed)
Provider compensationNone reported
Plan sponsor
Taft Stettinius & Hollister Llp
EIN
31-0541755
Plan number
012
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023348H20240927140634NAL0003926832001
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)$32.4M total assets
Net assets$32.4MLiabilities$0
Money in vs. money out
Total income / additions$13M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$11.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$32,427,029
Total liabilities (EOY)
$0
Net assets (EOY)
$32,427,029
Net assets (BOY)
$21,277,217

Income & contributions

Employer contributions
$11,603,750
Total contributions
$11,603,750
Total income / additions
$12,979,047

Expenses & distributions

Benefits paid
$1,828,026
Administrative expenses
$1,209
Total expenses
$1,829,235
Net increase / (decrease)
$11,149,812
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income14%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages