2023 Form 5500 filing — Cincinnati Symphony Orchestra 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 20250613125428NAL0017900881001) for Cincinnati Symphony Orchestra 401(K) Plan, reported by Cincinnati Symphony Orchestra under EIN 31-0537080 and plan number 006. It reports 233 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)$8.4MReported net assets$8,382,868
Participants233
Provider compensation$19.3K1 Schedule C row(s)$19,251
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250613125428NAL0017900881001
- Plan sponsor
- Cincinnati Symphony Orchestra
- EIN
- 31-0537080
- Plan number
- 006
- Location
- Cincinnati, 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)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,382,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,382,868
- Employer contributions
- $191,027
- Participant contributions
- $848,167
- Total income / additions
- $8,381,586
- Benefits paid
- $10,204
- Administrative expenses
- $350
- Total expenses
- $10,554
- Net increase / (decrease)
- $8,371,032
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Latitude Service Company Inc | TPA | $0 | $19,251 |