Shelby, 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, Shelby, OH has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $27,097,520 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,097,520
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $27,097,520
Contributions & income
- Employer contributions
- $657,567
- Participant contributions
- $1,512,811
- Total income / additions
- $6,036,576
Expenses & distributions
- Benefits paid / distributions
- $1,906,110
- Total expenses
- $2,003,320
- Net increase / (decrease)
- $4,033,256
Coverage
- Total reported participants
- 1,201
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelby, 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 |
|---|---|---|---|
| Carton Service Csi, LLC 401(K) Plan | Carton Service Csi, LLC | $14,592,086 | 2023 |
| R. S. Hanline & Co., Inc. 401(K) Profit Sharing Plan | R. S. Hanline & Co., Inc. | $11,727,103 | 2023 |
| Kevin J Herring Cpa Safe Harbor 401(K) Plan | Kevin J. Herring, Cpa, Inc. | $778,331 | 2023 |
| Phillips Manufacturing & Tower Co., Inc. | Phillips Manufacturing & Tower Co., Inc. | not reported in the loaded dataset | 2023 |
| R. S. Hanline Employee Benefits Group | R. S. Hanline & Co., Inc. | not reported in the loaded dataset | 2023 |
| Phillips Manufacturing & Tower Co., Inc. | Phillips Manufacturing & Tower Co., Inc. | not reported in the loaded dataset | 2023 |
| Carton Service Csi LLC Welfare Benefit Plan | Carton Service Csi LLC | not reported in the loaded dataset | 2023 |
Largest plans in Shelby → · Shelby plans by participants → · Shelby plans with financial data → · Shelby plans with provider compensation → · $1B+ plans in Shelby →
Related Form 5500 pages
- All OH Form 5500 filings
- Carton Service Csi, LLC 401(K) Plan (plan 001)
- Carton Service Csi, LLC — all reported plans
- R. S. Hanline & Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- R. S. Hanline & Co., Inc. — all reported plans
- Kevin J Herring Cpa Safe Harbor 401(K) Plan (plan 001)
- Kevin J. Herring, Cpa, Inc. — all reported plans
- Phillips Manufacturing & Tower Co., Inc. (plan 502)
- Phillips Manufacturing & Tower Co., Inc. — all reported plans
- R. S. Hanline Employee Benefits Group (plan 501)
- Phillips Manufacturing & Tower Co., Inc. (plan 501)
- Carton Service Csi LLC Welfare Benefit Plan (plan 501)
- Methodology
- Data sources