Plan5500

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan — 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. Cash Balance Pension Plan is a benefit plan reported by Southwest Ohio Ent Specialists, Inc. under EIN 31-0644802 and plan number 003. The latest loaded filing year is 2023. The filing reports 118 participants and $4,239,322 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
003
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
118
End-of-year plan assets
$4,239,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241009144657NAL0019463809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,239,322
Total liabilities (EOY)
$0
Net assets (EOY)
$4,239,322
Net assets (BOY)
$2,432,055

Income & contributions

Employer contributions
$1,610,600
Total contributions
$1,610,600
Total income / additions
$1,849,727

Expenses & distributions

Benefits paid
$3,331
Administrative expenses
$39,129
Total expenses
$42,460
Net increase / (decrease)
$1,807,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Retirement Systems, Inc.NONE$19,750not reported in the loaded dataset2023
Everhart AdvisorsNONE$9,277not reported in the loaded dataset2023

Related Form 5500 pages