2023 Form 5500 filing — The Dinsmore & Shohl, Llp Savings And Investment 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 20241009100630NAL0010513203001) for The Dinsmore & Shohl, Llp Savings And Investment Plan, reported by Dinsmore & Shohl Llp under EIN 31-0263070 and plan number 003. It reports 2,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100630NAL0010513203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dinsmore & Shohl Llp
- EIN
- 31-0263070
- Plan number
- 003
- Location
- Cincinnati, OH
- Participants
- 2,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $427,329,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $427,329,185
- Employer contributions
- $13,593,439
- Participant contributions
- $13,471,240
- Total income / additions
- $110,989,938
- Benefits paid
- $45,812,706
- Administrative expenses
- $697,234
- Total expenses
- $46,509,940
- Net increase / (decrease)
- $64,479,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors | PLAN ADMINISTRATOR | $50,499 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $46,853 | not reported in the loaded dataset |
| Bahl And Gaynor | CONSULTANT | $27,571 | not reported in the loaded dataset |
| Horan Securities | CONSULTANT | $26,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$181,585 | $0 |