Legal Aid Society Money Purchase Pension Plan — Form 5500 plan (Legal Aid Society Of Cincinnati)
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, Legal Aid Society Money Purchase Pension Plan is a benefit plan reported by Legal Aid Society Of Cincinnati under EIN 31-0536673 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $11,799,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal Aid Society Of Cincinnati
- EIN
- 31-0536673
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $11,799,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20240911080548NAL0004104931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,799,346
- Net assets (EOY)
- $11,799,346
- Net assets (BOY)
- $10,402,417
Income & contributions
- Employer contributions
- $390,887
- Total contributions
- $391,097
- Total income / additions
- $2,042,533
Expenses & distributions
- Benefits paid
- $590,546
- Administrative expenses
- $55,058
- Total expenses
- $645,604
- Net increase / (decrease)
- $1,396,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors | NONE | $55,058 | not reported in the loaded dataset | 2023 |