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, Council On Aging Of Southwestern Ohio, Inc. Retirement Plan is a benefit plan reported by Council On Aging Of Southwestern Ohio, Inc. under EIN 31-0807186 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $18,842,624 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,842,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,842,624
- Net assets (BOY)
- $14,703,517
Income & contributions
- Employer contributions
- $1,202,434
- Total contributions
- $1,206,900
- Total income / additions
- $4,964,055
Expenses & distributions
- Benefits paid
- $780,909
- Administrative expenses
- $44,039
- Total expenses
- $824,948
- Net increase / (decrease)
- $4,139,107