Ohio Valley Goodwill Industries Rehabilitation Center, Inc. 403(B) Tax Sheltered Annuity Plan — Form 5500 plan (Ohio Valley Goodwill Industries Rehabilitation Center, 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 Goodwill Industries Rehabilitation Center, Inc. 403(B) Tax Sheltered Annuity Plan is a benefit plan reported by Ohio Valley Goodwill Industries Rehabilitation Center, Inc. under EIN 31-0554062 and plan number 001. The latest loaded filing year is 2023. The filing reports 751 participants and $9,681,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Valley Goodwill Industries Rehabilitation Center, Inc.
- EIN
- 31-0554062
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 751
- End-of-year plan assets
- $9,681,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 751 | H, C | 20240910143305NAL0003570867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,681,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,681,917
- Net assets (BOY)
- $8,405,946
Income & contributions
- Employer contributions
- $347,277
- Participant contributions
- $510,349
- Total contributions
- $866,488
- Total income / additions
- $2,152,759
Expenses & distributions
- Benefits paid
- $824,233
- Administrative expenses
- $45,187
- Total expenses
- $876,788
- Net increase / (decrease)
- $1,275,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $19,524 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,361 | $0 | 2023 |
| Vonlehman & Co | AUDITOR | $5,940 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,362 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Valley Goodwill Industries Rehabilitation Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Vonlehman & Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation