Southwest Ohio Ent Specialists, Inc. 401(K) Retirement Plan And Trust — Form 5500 plan (Southwest Ohio Ent Specialists, 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, Southwest Ohio Ent Specialists, Inc. 401(K) Retirement Plan And Trust is a benefit plan reported by Southwest Ohio Ent Specialists, Inc. under EIN 31-0644802 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $24,339,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Ohio Ent Specialists, Inc.
- EIN
- 31-0644802
- Plan number
- 002
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $24,339,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241009135333NAL0019378417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,339,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,339,287
- Net assets (BOY)
- $19,705,511
Income & contributions
- Employer contributions
- $810,936
- Participant contributions
- $832,833
- Total contributions
- $1,643,769
- Total income / additions
- $5,275,302
Expenses & distributions
- Benefits paid
- $596,854
- Administrative expenses
- $44,672
- Total expenses
- $641,526
- Net increase / (decrease)
- $4,633,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Advisors | INVESTEMENT ADVISORY | $34,286 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $6,416 | $0 | 2023 |
| Creative Retirement Systems, Inc. | RECORDKEEPER | $3,297 | $462 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $151 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Ohio Ent Specialists, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Everhart Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation