2023 Form 5500 filing — Ohio State Home Services, Inc. Retirement Savings & Trust
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 20241014103300NAL0044165088001) for Ohio State Home Services, Inc. Retirement Savings & Trust, reported by Ohio State Home Services, Inc. under EIN 34-1238206 and plan number 001. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103300NAL0044165088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio State Home Services, Inc.
- EIN
- 34-1238206
- Plan number
- 001
- Location
- Macedonia, OH
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,488,396
- Total liabilities (EOY)
- $19,746
- Net assets (EOY)
- $8,468,650
- Employer contributions
- $237,740
- Participant contributions
- $679,090
- Total income / additions
- $2,285,754
- Benefits paid
- $851,256
- Administrative expenses
- $39,649
- Total expenses
- $887,671
- Net increase / (decrease)
- $1,398,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,613 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,036 | not reported in the loaded dataset |