2023 Form 5500 filing — One Health Ohio 401(K) 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 20241015171236NAL0030453249001) for One Health Ohio 401(K) Plan, reported by One Health Ohio under EIN 34-1609341 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.7MReported net assets$8,740,875
Participants241
Provider compensation$48K2 Schedule C row(s)$48,040
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015171236NAL0030453249001
Plan sponsor
One Health Ohio
EIN
34-1609341
Plan number
001
Location
Youngstown, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$764.9K
Benefits paid / distributions$712.7K
Contributions
Employer$449.3K
Participant$580.5K
Full reported line items
Total assets (EOY)
$8,740,875
Total liabilities (EOY)
$0
Net assets (EOY)
$8,740,875
Employer contributions
$449,286
Participant contributions
$580,497
Total income / additions
$2,451,184
Benefits paid
$712,715
Administrative expenses
$52,210
Total expenses
$764,925
Net increase / (decrease)
$1,686,259

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
United Planners Financial ServicesINVESTMENT ADVISORY$29,555not reported in the loaded dataset
Transamerica Retirement SolutionsRECORDKEEPER$18,485$0

Related Form 5500 pages