Perry, 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, Perry, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,101,387 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,101,387
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,101,387

Contributions & income

Employer contributions
$135,807
Participant contributions
$219,567
Total income / additions
$907,705

Expenses & distributions

Benefits paid / distributions
$973,172
Total expenses
$1,025,301
Net increase / (decrease)
-$117,596

Coverage

Total reported participants
289
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Perry, 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 Perry, OH
PlanSponsorReported assets (EOY)Year
The Cottage Gardens, Inc. 401(K) PlanThe Cottage Gardens, Inc.$3,101,3872023
Ohio Elastomers Manufacturing Corporation 401(K) PlanOhio Elastomers Manufacturing Corporation$02023

Related Form 5500 pages