Ohio Valley Residential Services 403b Plan — Form 5500 plan (Ohio Valley Residential Services)
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 Residential Services 403b Plan is a benefit plan reported by Ohio Valley Residential Services under EIN 31-0834124 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $4,239,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Valley Residential Services
- EIN
- 31-0834124
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $4,239,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240709152244NAL0015703105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,239,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,239,365
- Net assets (BOY)
- $4,321,490
Income & contributions
- Employer contributions
- $119,609
- Participant contributions
- $209,848
- Total contributions
- $329,457
- Total income / additions
- $873,597
Expenses & distributions
- Benefits paid
- $916,440
- Administrative expenses
- $39,282
- Total expenses
- $955,722
- Net increase / (decrease)
- -$82,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Advisors Ltd | NONE | $17,225 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | NONE | $13,885 | not reported in the loaded dataset | 2023 |
| Latitude Service Company, Inc | NONE | $8,113 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Valley Residential Services
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Retirement Plan Advisors Ltd — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation