Plan5500

Otterbein Homes 401(K) Plan — Form 5500 plan (Otterbein Homes)

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, Otterbein Homes 401(K) Plan is a benefit plan reported by Otterbein Homes under EIN 31-0549058 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,976 participants and $22,374,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Otterbein Homes
EIN
31-0549058
Plan number
002
Plan type
2
Location
Lebanon, OH
Latest filing year
2023
Participants
1,976
End-of-year plan assets
$22,374,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,976H, C20240904120506NAL0011124643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,374,254
Total liabilities (EOY)
$0
Net assets (EOY)
$22,374,254
Net assets (BOY)
$19,125,035

Income & contributions

Employer contributions
$779,990
Participant contributions
$1,811,656
Total contributions
$2,687,609
Total income / additions
$5,694,338

Expenses & distributions

Benefits paid
$2,291,416
Administrative expenses
$111,818
Total expenses
$2,445,119
Net increase / (decrease)
$3,249,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$65,893not reported in the loaded dataset2023
Fifth Third BankINVESTMENT ADVISOR$23,799not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$22,126$02023

Related Form 5500 pages