2023 Form 5500 filing — Ohio Heartland Community Action Commission 403b 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 20250708091428NAL0002554051001) for Ohio Heartland Community Action Commission 403b Plan, reported by Ohio Heartland Community Action Commission under EIN 34-0978820 and plan number 001. It reports 205 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)$3.5MReported net assets$3,493,483
Participants205
Provider compensation$17.6K2 Schedule C row(s)$17,564
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250708091428NAL0002554051001
Plan sponsor
Ohio Heartland Community Action Commission
EIN
34-0978820
Plan number
001
Location
Marion, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$969.9K
Total expenses$661.8K
Benefits paid / distributions$655.3K
Contributions
Employer$177.6K
Participant$147.2K
Full reported line items
Total assets (EOY)
$3,493,483
Total liabilities (EOY)
$0
Net assets (EOY)
$3,493,483
Employer contributions
$177,619
Participant contributions
$147,218
Total income / additions
$969,888
Benefits paid
$655,255
Administrative expenses
$6,591
Total expenses
$661,846
Net increase / (decrease)
$308,042
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $6K · Indirect $10.4K
  2. 2
    NONE · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250708091428NAL0002554051001 cover?
It is the 2023 Form 5500 filing for Ohio Heartland Community Action Commission 403b Plan, reported by Ohio Heartland Community Action Commission (EIN 34-0978820).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages