Plan5500

Healthsource Of Ohio Profit Sharing Plan — Form 5500 plan (Healthsource Of Ohio, 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, Healthsource Of Ohio Profit Sharing Plan is a benefit plan reported by Healthsource Of Ohio, Inc. under EIN 31-0884250 and plan number 002. The latest loaded filing year is 2023. The filing reports 418 participants and $16,266,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthsource Of Ohio, Inc.
EIN
31-0884250
Plan number
002
Plan type
2
Location
Loveland, OH
Latest filing year
2023
Participants
418
End-of-year plan assets
$16,266,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023418H, C20241015165406NAL0049011968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,266,573
Total liabilities (EOY)
$0
Net assets (EOY)
$16,266,573
Net assets (BOY)
$14,053,329

Income & contributions

Employer contributions
$1,068,475
Participant contributions
$0
Total contributions
$1,068,475
Total income / additions
$3,446,160

Expenses & distributions

Benefits paid
$1,197,616
Administrative expenses
$33,887
Total expenses
$1,232,916
Net increase / (decrease)
$2,213,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,333not reported in the loaded dataset2023

Related Form 5500 pages