Easter Seals Tristate LLC 401(K) Retirement Plan — Form 5500 plan (Easter Seals Tristate LLC)
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, Easter Seals Tristate LLC 401(K) Retirement Plan is a benefit plan reported by Easter Seals Tristate LLC under EIN 31-0873433 and plan number 002. The latest loaded filing year is 2023. The filing reports 558 participants and $11,000,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals Tristate LLC
- EIN
- 31-0873433
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 558
- End-of-year plan assets
- $11,000,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 558 | H, C | 20241015120527NAL0028322465002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,000,986
- Net assets (EOY)
- $11,000,986
- Net assets (BOY)
- $6,851,000
Income & contributions
- Employer contributions
- $225,369
- Participant contributions
- $460,316
- Total contributions
- $701,905
- Total income / additions
- $2,017,651
Expenses & distributions
- Benefits paid
- $1,109,213
- Administrative expenses
- $7,960
- Total expenses
- $1,117,173
- Net increase / (decrease)
- $900,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truepoint Inc | INVESTMENT ADVISOR | $25,979 | $0 | 2023 |
| Lpl Financial | OTHER | $4,186 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,085 | $0 | 2023 |
| Schneider Male & Strakowski | CONTRACT ADMIN | $1,300 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $915 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Seals Tristate LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Truepoint Inc — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Schneider Male & Strakowski — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation