Vienna, 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, Vienna, OH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $42,769,014 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$42,769,014
Total reported liabilities (EOY)
$224,238
Total reported net assets (EOY)
$42,544,776

Contributions & income

Employer contributions
$1,291,063
Participant contributions
$6,059,608
Total income / additions
$14,155,083

Expenses & distributions

Benefits paid / distributions
$5,946,129
Total expenses
$6,501,490
Net increase / (decrease)
$7,653,593

Coverage

Total reported participants
4,766
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Vienna, 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 Vienna, OH
PlanSponsorReported assets (EOY)Year
Millwood, Inc. 401(K) Profit Sharing PlanMillwood, Inc.$29,355,6192023
Comprehensive Logistics Co., LLC Employee Retirement PlanComprehensive Logistics Co., LLC$13,413,3952023
Millwood, Inc. Health & Welfare PlanMillwood, Inc.not reported in the loaded dataset2023

Related Form 5500 pages