2023 Form 5500 filing — Council On Aging Of Southwestern Ohio, Inc. 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 20250618080655NAL0001282099001) for Council On Aging Of Southwestern Ohio, Inc. Retirement Plan, reported by Council On Aging Of Southwestern Ohio, Inc. under EIN 31-0807186 and plan number 001. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618080655NAL0001282099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Council On Aging Of Southwestern Ohio, Inc.
- EIN
- 31-0807186
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,842,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,842,624
- Employer contributions
- $1,202,434
- Total income / additions
- $4,964,055
- Benefits paid
- $780,909
- Administrative expenses
- $44,039
- Total expenses
- $824,948
- Net increase / (decrease)
- $4,139,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $44,039 | $0 |