2023 Form 5500 filing — Legal Aid Society Money Purchase Pension 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 20240911080548NAL0004104931001) for Legal Aid Society Money Purchase Pension Plan, reported by Legal Aid Society Of Cincinnati under EIN 31-0536673 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911080548NAL0004104931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Aid Society Of Cincinnati
- EIN
- 31-0536673
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,799,346
- Net assets (EOY)
- $11,799,346
- Employer contributions
- $390,887
- Total income / additions
- $2,042,533
- Benefits paid
- $590,546
- Administrative expenses
- $55,058
- Total expenses
- $645,604
- Net increase / (decrease)
- $1,396,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors | NONE | $55,058 | not reported in the loaded dataset |