Lyndhurst, 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, Lyndhurst, OH has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $24,128,999 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,128,999
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,128,999

Contributions & income

Employer contributions
$60,804
Participant contributions
$411,985
Total income / additions
$4,571,541

Expenses & distributions

Benefits paid / distributions
$4,015,451
Total expenses
$4,044,644
Net increase / (decrease)
$526,897

Coverage

Total reported participants
331
Plans with financial statements
5
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lyndhurst, 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 Lyndhurst, OH
PlanSponsorReported assets (EOY)Year
Periodontal Associates, Inc. Profit-Sharing Plan And TrustPeriodontal Associates, Inc.$17,111,4672023
Progressive Quality Care, Inc. 401(K) PlanProgressive Quality Care, Inc.$2,965,2432023
David A. Newmarker Dds Profit Sharing PlanDavid A. Newmarker, Dds$2,057,2952023
Sid Brodsky, Inc. Profit Sharing PlanSid Brodsky, Inc. Dba Bergs Baby Furniture$1,125,6432023
Kutsikovich Companies 401k Profit Sharing PlanKutsikovich Companies$869,3512023

Related Form 5500 pages