2023 Form 5500 filing — The Maryhaven Retirement 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 20241011170513NAL0023299473001) for The Maryhaven Retirement Plan, reported by Maryhaven Inc. under EIN 31-0732345 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011170513NAL0023299473001
Filing year
2023
Form type
2
Plan sponsor
Maryhaven Inc.
EIN
31-0732345
Plan number
001
Location
Columbus, OH
Participants
578
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,109,643
Total liabilities (EOY)
$0
Net assets (EOY)
$8,109,643
Employer contributions
$559,265
Participant contributions
$393,936
Total income / additions
$2,221,952
Benefits paid
$1,282,511
Administrative expenses
$83,348
Total expenses
$1,377,288
Net increase / (decrease)
$844,664
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuityRECORD KEEPER$60,484$0
Cbiz Financial SolutionsSERVICE PROVIDER$22,864not reported in the loaded dataset

Related Form 5500 pages