Vorys, Sater, Seymour And Pease Llp Retirement Plan — Form 5500 plan (Vorys, Sater, Seymour And Pease 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, Vorys, Sater, Seymour And Pease Llp Retirement Plan is a benefit plan reported by Vorys, Sater, Seymour And Pease Llp under EIN 31-4333125 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,055 participants and $385,075,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vorys, Sater, Seymour And Pease Llp
- EIN
- 31-4333125
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 1,055
- End-of-year plan assets
- $385,075,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,055 | H, C | 20241014095733NAL0014730979003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $385,075,922
- Net assets (EOY)
- $385,075,922
- Net assets (BOY)
- $324,838,237
Income & contributions
- Employer contributions
- $9,573,845
- Participant contributions
- $9,789,325
- Total contributions
- $24,338,250
- Total income / additions
- $82,932,837
Expenses & distributions
- Benefits paid
- $22,094,116
- Administrative expenses
- $600,527
- Total expenses
- $22,695,152
- Net increase / (decrease)
- $60,237,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Joseph Group LLC | NONE | $153,424 | not reported in the loaded dataset | 2023 |
| Hamilton Capital LLC | NONE | $83,878 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $82,419 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting | NONE | $81,111 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $75,275 | not reported in the loaded dataset | 2023 |
| Johnson Investment Counsel Inc | NONE | $22,287 | not reported in the loaded dataset | 2023 |
| G2 Capital Management LLC | NONE | $19,422 | not reported in the loaded dataset | 2023 |
| The Huntington National Bank | NONE | $18,354 | not reported in the loaded dataset | 2023 |
| Columbus Investment Advisory I | NONE | $16,943 | not reported in the loaded dataset | 2023 |
| Quadrant Capital Group LLC | NONE | $9,537 | not reported in the loaded dataset | 2023 |
| Vela Investment Management LLC | NONE | $8,186 | not reported in the loaded dataset | 2023 |
| Breen Winkel & Company Llp | NONE | $6,500 | not reported in the loaded dataset | 2023 |
| Aa Financial Advisors LLC | NONE | $6,221 | not reported in the loaded dataset | 2023 |
| Northwest Financial Services I | NONE | $5,321 | not reported in the loaded dataset | 2023 |
| Runnymede Capital Advisors Inc | NONE | $5,169 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,710 | $93 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vorys, Sater, Seymour And Pease Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- The Joseph Group LLC — Schedule C compensation
- Hamilton Capital LLC — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Cook Street Consulting — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Johnson Investment Counsel Inc — Schedule C compensation
- G2 Capital Management LLC — Schedule C compensation
- The Huntington National Bank — Schedule C compensation
- Columbus Investment Advisory I — Schedule C compensation
- Quadrant Capital Group LLC — Schedule C compensation
- Vela Investment Management LLC — Schedule C compensation
- Breen Winkel & Company Llp — Schedule C compensation
- Aa Financial Advisors LLC — Schedule C compensation
- Northwest Financial Services I — Schedule C compensation
- Runnymede Capital Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation