Amelia, OH Form 5500 retirement and benefit plan filings

City Form 5500 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, Amelia, OH has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $48,665,837 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$48,665,837
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$48,665,837

Contributions & income

Employer contributions
$173,205
Participant contributions
$739,209
Total income / additions
$5,121,425

Expenses & distributions

Benefits paid / distributions
$3,182,962
Total expenses
$3,287,339
Net increase / (decrease)
$1,834,086

Coverage

Total reported participants
859
Plans with financial statements
5
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Amelia, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Amelia, OH
PlanSponsorReported assets (EOY)Year
Midland-Guardian Co. Salaried Employees' Pension PlanMidland-Guardian Co.$30,768,1372023
A & A Safety, Inc. 401(K) Retirement PlanA & A Safety, Inc.$12,550,5992023
Deimling/Jeliho Plastics, Inc. 401k Profit Sharing PlanDeimling/Jeliho Plastics, Inc.$4,312,3422023
Leblond Ltd. 401(K) Profit Sharing PlanLeblond Ltd.$890,3722023
Shebesta Group Savings PlanAdvent Consulting, Inc.$144,3872023
A & A Safety Welfare Benefits PlanA & A Safety, Inc.not reported in the loaded dataset2023

Related Form 5500 pages