2023 Form 5500 filing — Vorys, Sater, Seymour And Pease Llp Cash Balance 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 20241014161427NAL0026683041001) for Vorys, Sater, Seymour And Pease Llp Cash Balance Pension Plan, reported by Vorys, Sater, Seymour And Pease Llp under EIN 31-4333125 and plan number 005. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161427NAL0026683041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vorys, Sater, Seymour And Pease Llp
- EIN
- 31-4333125
- Plan number
- 005
- Location
- Columbus, OH
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,824,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,824,900
- Employer contributions
- $9,034,078
- Total income / additions
- $12,243,819
- Benefits paid
- $3,195,259
- Administrative expenses
- $203,819
- Total expenses
- $3,399,078
- Net increase / (decrease)
- $8,844,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $134,137 | not reported in the loaded dataset |
| Cook Street Consulting, Inc | NONE | $32,782 | not reported in the loaded dataset |
| Schwab Retirement Plan Services | NONE | $11,976 | not reported in the loaded dataset |
| Winkel Green & Van Horn Llp | NONE | $6,300 | not reported in the loaded dataset |