2023 Form 5500 filing — Ohio Valley Residential Services 403b Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709152244NAL0015703105001) for Ohio Valley Residential Services 403b Plan, reported by Ohio Valley Residential Services under EIN 31-0834124 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709152244NAL0015703105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Valley Residential Services
- EIN
- 31-0834124
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,239,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,239,365
- Employer contributions
- $119,609
- Participant contributions
- $209,848
- Total income / additions
- $873,597
- Benefits paid
- $916,440
- Administrative expenses
- $39,282
- Total expenses
- $955,722
- Net increase / (decrease)
- -$82,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Advisors Ltd | NONE | $17,225 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | NONE | $13,885 | not reported in the loaded dataset |
| Latitude Service Company, Inc | NONE | $8,113 | not reported in the loaded dataset |