Cincinnati Symphony Orchestra 401(K) Plan — Form 5500 plan (Cincinnati Symphony Orchestra)
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, Cincinnati Symphony Orchestra 401(K) Plan is a benefit plan reported by Cincinnati Symphony Orchestra under EIN 31-0537080 and plan number 006. The latest loaded filing year is 2023. The filing reports 231 participants and $17,883,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cincinnati Symphony Orchestra
- EIN
- 31-0537080
- Plan number
- 006
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $17,883,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20250616140610NAL0000532067001 |
| 2023 | 233 | H, C | 20250613125428NAL0017900881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,382,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,382,868
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $191,027
- Participant contributions
- $848,167
- Total contributions
- $8,427,946
- Total income / additions
- $8,381,586
Expenses & distributions
- Benefits paid
- $10,204
- Administrative expenses
- $350
- Total expenses
- $10,554
- Net increase / (decrease)
- $8,371,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Latitude Service Company Inc | TPA | $0 | $19,251 | 2023 |