Loveland, 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, Loveland, OH has 44 loaded benefit plan(s) reported by 33 plan sponsor(s), with $179,502,650 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 44
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $179,502,650
- Total reported liabilities (EOY)
- $4,883
- Total reported net assets (EOY)
- $179,497,767
Contributions & income
- Employer contributions
- $5,123,173
- Participant contributions
- $11,969,471
- Total income / additions
- $42,982,546
Expenses & distributions
- Benefits paid / distributions
- $20,565,206
- Total expenses
- $21,165,475
- Net increase / (decrease)
- $21,817,071
Coverage
- Total reported participants
- 13,613
- Plans with financial statements
- 32
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Loveland, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Bryan Equipment Sales, Inc. Profit Sharing Plan | Bryan Equipment Sales, Inc. | $27,471,745 | 2023 |
| Carespring Health Care Management Savings & Retirement Plan | Carespring Health Care Management, LLC | $25,665,494 | 2023 |
| Mccormick Equipment Company, Inc. Retirement Plan | Mccormick Equipment Company, Inc. | $22,285,130 | 2023 |
| Life Enriching Communities 403b Plan | Life Enriching Communities | $20,071,891 | 2023 |
| Cold Jet, LLC Retirement Savings 401(K) Profit Sharing Plan | Cold Jet, LLC | $19,110,765 | 2023 |
| Healthsource Of Ohio Profit Sharing Plan | Healthsource Of Ohio, Inc. | $16,266,573 | 2023 |
| Mccluskey Chevrolet, Inc. 401(K) Profit Sharing Plan | Mccluskey Chevrolet, Inc. | $13,185,529 | 2023 |
| Mike'S Carwash 401(K) Plan | Mike'S Carwash, Inc. | $10,042,101 | 2023 |
| Server Suites, LLC 401k & Profit Sharing Plan | Server Suites, LLC | $8,728,123 | 2023 |
| Robert Mccabe Company Inc 401(K) Profit Sharing Plan & Trust | Robert Mccabe Company Inc | $5,978,159 | 2023 |
| Nurtur Holdings LLC 401(K) Plan | Nurtur Holdings LLC | $3,689,907 | 2023 |
| Sarjnt Inc. Retirement Plan | Sarjnt Inc. | $1,833,474 | 2023 |
| Dennis A Becker Psp | Dennis A Becker | $837,892 | 2023 |
| Centerprise, LLC 401(K) Profit Sharing Plan | Centerprise, LLC | $822,208 | 2023 |
| Amangeo Investments, Inc. 401(K) Plan | Amangeo Investments, Inc. | $747,382 | 2023 |
| Sturgis Consulting, Inc. Profit Sharing Plan | Sturgis Consulting, Inc. | $732,321 | 2023 |
| Bec Lighthouse, Inc. 401(K) Profit Sharing Plan | Bec Lighthouse, Inc. | $341,381 | 2023 |
| Gsm Enterprises Inc. Retirement Plan | Gsm Enterprises Inc. | $335,510 | 2023 |
| Rialto Properties, Inc. 401(K) Plan | Rialto Properties, Inc. | $259,039 | 2023 |
| Dkam Retirement Plan | Dkam, Inc | $218,859 | 2023 |
| Shaneyenterprises, Inc. 401(K) Profit Sharing Plan | Shaneyenterprises, Inc. | $215,381 | 2023 |
| Queen City Wings, Inc. 401(K) Profit Sharing Plan | Queen City Wings, Inc. | $187,389 | 2023 |
| J E Carpet Cleaning Inc. 401(K) Plan | J E Carpet Cleaning Inc. | $150,000 | 2023 |
| Old Bub Enterprises Inc. Retirement Plan | Old Bub Enterprises Inc. | $117,670 | 2023 |
| Ana & Boris Tutoring Inc. Retirement Plan | Ana & Boris Tutoring Inc. | $100,034 | 2023 |
Largest plans in Loveland → · Loveland plans by participants → · Loveland plans with financial data → · Loveland plans with provider compensation → · $1B+ plans in Loveland →
Related Form 5500 pages
- All OH Form 5500 filings
- Bryan Equipment Sales, Inc. Profit Sharing Plan (plan 001)
- Bryan Equipment Sales, Inc. — all reported plans
- Carespring Health Care Management Savings & Retirement Plan (plan 001)
- Carespring Health Care Management, LLC — all reported plans
- Mccormick Equipment Company, Inc. Retirement Plan (plan 002)
- Mccormick Equipment Company, Inc. — all reported plans
- Life Enriching Communities 403b Plan (plan 002)
- Life Enriching Communities — all reported plans
- Cold Jet, LLC Retirement Savings 401(K) Profit Sharing Plan (plan 001)
- Cold Jet, LLC — all reported plans
- Healthsource Of Ohio Profit Sharing Plan (plan 002)
- Healthsource Of Ohio, Inc. — all reported plans
- Mccluskey Chevrolet, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mccluskey Chevrolet, Inc. — all reported plans
- Mike'S Carwash 401(K) Plan (plan 001)
- Mike'S Carwash, Inc. — all reported plans
- Server Suites, LLC 401k & Profit Sharing Plan (plan 001)
- Server Suites, LLC — all reported plans
- Robert Mccabe Company Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Robert Mccabe Company Inc — all reported plans
- Nurtur Holdings LLC 401(K) Plan (plan 001)
- Nurtur Holdings LLC — all reported plans
- Sarjnt Inc. Retirement Plan (plan 001)
- Sarjnt Inc. — all reported plans
- Dennis A Becker Psp (plan 005)
- Dennis A Becker — all reported plans
- Centerprise, LLC 401(K) Profit Sharing Plan (plan 001)
- Centerprise, LLC — all reported plans
- Amangeo Investments, Inc. 401(K) Plan (plan 001)
- Amangeo Investments, Inc. — all reported plans
- Methodology
- Data sources