Ohio Heaqrtland Community Action Commission — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ohio Heaqrtland Community Action Commission (EIN 34-0978820) is a plan sponsor located in Marion, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0978820
Location
Marion, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ohio Heaqrtland Community Action Commission

  • 2 loaded plans hold $3.5M in reported assets.
  • The largest, Ohio Heartland Community Action Commission 403b Plan, holds 100% of this company's reported plan assets.
  • Plans cover 351 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5MSummed across loaded plans$3,493,483
Total reported assets$3.5M$3,493,483
Total reported participants351
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities$0
Contributions & income
Employer contributions$177.6K
Participant contributions$147.2K
Total income / additions$969.9K
Expenses & distributions
Benefits paid / distributions$655.3K
Total expenses$661.8K
Net increase / (decrease)$308K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ohio Heartland Community Action Commission 403b Plan
Participants per plan176Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 205 participants · 2023
  2. 2
    Ohcac Life&Addnot reported in the loaded dataset
    Plan #509 · 146 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ohio Heaqrtland Community Action Commission. Open one for its full reported snapshot.

  1. 2023
    Ohcac Life&Add146 participants · 2No schedules
    View filing →
  2. 2023
    Ohio Heartland Community Action Commission 403b Plan205 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ohio Heaqrtland Community Action Commission report on Form 5500?
Ohio Heaqrtland Community Action Commission (EIN 34-0978820) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ohio Heaqrtland Community Action Commission?
The Employer Identification Number (EIN) reported for Ohio Heaqrtland Community Action Commission is 34-0978820.
What is the latest Form 5500 filing year for Ohio Heaqrtland Community Action Commission?
The latest loaded Form 5500 filing year for Ohio Heaqrtland Community Action Commission is 2023.

Related Form 5500 pages