2023 Form 5500 filing — Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(B) Tax Sheltered Annuity 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 20240910143305NAL0003570867001) for Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(B) Tax Sheltered Annuity Plan, reported by Ohio Valley Goodwill Industries Rehabilitation Center, Inc. under EIN 31-0554062 and plan number 001. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910143305NAL0003570867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Valley Goodwill Industries Rehabilitation Center, Inc.
- EIN
- 31-0554062
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,681,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,681,917
- Employer contributions
- $347,277
- Participant contributions
- $510,349
- Total income / additions
- $2,152,759
- Benefits paid
- $824,233
- Administrative expenses
- $45,187
- Total expenses
- $876,788
- Net increase / (decrease)
- $1,275,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $19,524 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,361 | $0 |
| Vonlehman & Co | AUDITOR | $5,940 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,362 | not reported in the loaded dataset |