Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Ohio Valley Electrical Services, Inc.)
Plain-English plan 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, Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Ohio Valley Electrical Services, Inc. under EIN 01-0706901 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $13,031,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Valley Electrical Services, Inc.
- EIN
- 01-0706901
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $13,031,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241009065517NAL0017948865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,031,155
- Total liabilities (EOY)
- $1,520
- Net assets (EOY)
- $13,029,635
- Net assets (BOY)
- $11,443,999
Income & contributions
- Employer contributions
- $230,804
- Participant contributions
- $618,088
- Total contributions
- $853,907
- Total income / additions
- $2,960,243
Expenses & distributions
- Benefits paid
- $1,268,271
- Administrative expenses
- $76,052
- Total expenses
- $1,374,607
- Net increase / (decrease)
- $1,585,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $66,523 | $36 | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISORS | $0 | $18,970 | 2023 |
| Lincoln Financial Advisors Cor | INVESTMENT ADVISORS | $0 | $9,651 | 2023 |
| Iron-Co-Fid--Comprehensive | INVESTMENT ADVISOR | $7,298 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | NONE | $2,235 | $3,295 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Valley Electrical Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Blue Ash, OH
- Nationwide — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Lincoln Financial Advisors Cor — Schedule C compensation
- Iron-Co-Fid--Comprehensive — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation