Plan5500

Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan — Form 5500 plan (Make A Wish Found Gtr Oh Ky & In)

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, Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan is a benefit plan reported by Make A Wish Found Gtr Oh Ky & In under EIN 34-1471131 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $4,051,370 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,051,370
Participants143Covered participants reported
Assets / participant$28.3KComputed: assets ÷ participants$28,331 (computed)
Provider compensation$11.1K3 Schedule C provider row(s)$11,115
Plan sponsor
Make A Wish Found Gtr Oh Ky & In
EIN
34-1471131
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    143 participants · 2Sch HSch C
    View filing →
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$379.2K
Benefits paid / distributions$364.8K
Contributions
Employer$75K
Participant$352.8K
Full reported line items

Net assets

Total assets (EOY)
$4,051,370
Total liabilities (EOY)
$0
Net assets (EOY)
$4,051,370
Net assets (BOY)
$3,355,143

Income & contributions

Employer contributions
$75,018
Participant contributions
$352,821
Total contributions
$450,722
Total income / additions
$1,075,450

Expenses & distributions

Benefits paid
$364,830
Administrative expenses
$11,116
Total expenses
$379,223
Net increase / (decrease)
$696,227
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$11.1K
    RECORD KEEPER · Direct $11.1K · Indirect $0
  2. 2
    Adp Broker-Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    Morgan Stanley Smith Barney LLC$0
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan?
Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan is reported as sponsored by Make A Wish Found Gtr Oh Ky & In (EIN 34-1471131, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan?
The latest Form 5500 filing year loaded for Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan is 2023.
How many participants does Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan report?
Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan reports 143 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan?
Make A Wish Foundation Of Gtr Oh Ky & In Inc 401k Retirement Plan reports $4,051,370 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages