Plan5500

Grandview, 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, Grandview, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,844,342 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Grandview

  • 1 loaded plans hold $6.8M in reported assets across 1 sponsors.
  • The largest, Affordable Home Health Care 401(K) Profit Sharing Plan & Trust, holds 100% of reported Grandview plan assets.
  • Plans cover 485 participants — about 485 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,844,342
Total reported assets$6.8M$6,844,342
Total reported participants485
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$0
Contributions & income
Employer contributions$464.2K
Participant contributions$782.5K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$817.9K
Total expenses$855.4K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grandview, 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.

Computed from loaded plans

Grandview market comparison

Largest plan share of assets100%Affordable Home Health Care 401(K) Profit Sharing Plan & Trust
Participants per plan485Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Grandview

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Affordable Home Health Care 401(K) Profit Sharing Plan & Trust$6.8M
    Affordable Home Health Care LLC · 2023

Largest plans in Grandview → · Grandview plans by participants → · Grandview plans with financial data → · Grandview plans with provider compensation → · $1B+ plans in Grandview →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Grandview, OH?
1 plan(s) reported by 1 sponsor(s) are loaded for Grandview, OH.

Related Form 5500 pages