Pepper Pike, 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, Pepper Pike, OH has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $30,611,936 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $30,611,936
- Total reported liabilities (EOY)
- $31,811
- Total reported net assets (EOY)
- $30,580,125
Contributions & income
- Employer contributions
- $457,872
- Participant contributions
- $759,296
- Total income / additions
- $7,297,484
Expenses & distributions
- Benefits paid / distributions
- $16,101,682
- Total expenses
- $16,325,146
- Net increase / (decrease)
- -$9,027,662
Coverage
- Total reported participants
- 1,528
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pepper Pike, 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 |
|---|---|---|---|
| Q Corporate Holdings Retirement And Savings Plan | Kelly Dureiko | $18,449,769 | 2023 |
| Ancora - Mep | Canterbury Capital, LLC | $5,917,846 | 2023 |
| Bruml Capital Corporation Profit Sharing And 401(K) Plan | Bruml Capital Corporation | $3,408,983 | 2023 |
| Minda S. Rudnick & Associates 401(K) Plan | Minda S. Rudnick & Associates | $1,448,118 | 2023 |
| Adam S. Kaufman, Inc. 401(K) Plan | Adam S. Kaufman, Inc. | $1,189,954 | 2023 |
| Scott Newell Productions, LLC Profit Sharing Plan | Scott Newell Productions, LLC | $197,266 | 2023 |
| Htv Industries, Inc. Welfare Plan | Htv Industries, Inc. | not reported in the loaded dataset | 2023 |
| Canterbury Capital, LLC Health And Welfare Plan | Canterbury Capital, LLC | not reported in the loaded dataset | 2023 |
| Jfsa Benefit Program | Jewish Family Service Association | not reported in the loaded dataset | 2023 |
Largest plans in Pepper Pike → · Pepper Pike plans by participants → · Pepper Pike plans with financial data → · Pepper Pike plans with provider compensation → · $1B+ plans in Pepper Pike →
Related Form 5500 pages
- All OH Form 5500 filings
- Q Corporate Holdings Retirement And Savings Plan (plan 016)
- Kelly Dureiko — all reported plans
- Ancora - Mep (plan 001)
- Canterbury Capital, LLC — all reported plans
- Bruml Capital Corporation Profit Sharing And 401(K) Plan (plan 001)
- Bruml Capital Corporation — all reported plans
- Minda S. Rudnick & Associates 401(K) Plan (plan 001)
- Minda S. Rudnick & Associates — all reported plans
- Adam S. Kaufman, Inc. 401(K) Plan (plan 005)
- Adam S. Kaufman, Inc. — all reported plans
- Scott Newell Productions, LLC Profit Sharing Plan (plan 001)
- Scott Newell Productions, LLC — all reported plans
- Htv Industries, Inc. Welfare Plan (plan 501)
- Htv Industries, Inc. — all reported plans
- Canterbury Capital, LLC Health And Welfare Plan (plan 501)
- Canterbury Capital, LLC — all reported plans
- Jfsa Benefit Program (plan 501)
- Jewish Family Service Association — all reported plans
- Methodology
- Data sources