2023 Form 5500 filing — Seneca Medical Employee Stock Ownership Plan And Trust
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 20250918072009NAL0000539587001) for Seneca Medical Employee Stock Ownership Plan And Trust, reported by Seneca Medical Holdings, Inc. under EIN 81-0816640 and plan number 002. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250918072009NAL0000539587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seneca Medical Holdings, Inc.
- EIN
- 81-0816640
- Plan number
- 002
- Location
- Tiffin, OH
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,947,770
- Total liabilities (EOY)
- $214,533
- Net assets (EOY)
- $35,733,237
- Total income / additions
- $82,349
- Benefits paid
- $3,098,195
- Administrative expenses
- $77,340
- Total expenses
- $3,175,535
- Net increase / (decrease)
- -$3,093,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $53,873 | not reported in the loaded dataset |
| Empire Valuation | NONE | $14,255 | not reported in the loaded dataset |
| Huntington National Bank | NONE | $9,070 | not reported in the loaded dataset |