Mid-Ohio Emergency Services, LLC 401(K) Plan And Trust — Form 5500 plan (Mid-Ohio Emergency Services, LLC)
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, Mid-Ohio Emergency Services, LLC 401(K) Plan And Trust is a benefit plan reported by Mid-Ohio Emergency Services, LLC under EIN 31-1603722 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $83,035,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Ohio Emergency Services, LLC
- EIN
- 31-1603722
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $83,035,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241001104612NAL0006954593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,035,501
- Net assets (EOY)
- $83,035,501
- Net assets (BOY)
- $68,520,502
Income & contributions
- Employer contributions
- $4,145,303
- Participant contributions
- $2,642,630
- Total contributions
- $7,131,395
- Total income / additions
- $21,761,505
Expenses & distributions
- Benefits paid
- $7,199,012
- Administrative expenses
- $47,494
- Total expenses
- $7,246,506
- Net increase / (decrease)
- $14,514,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | NONE | $21,055 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $11,181 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $7,609 | not reported in the loaded dataset | 2023 |
| Nvest Wealth Strategies Inc | NONE | $5,927 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $655 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-Ohio Emergency Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Creative Planning LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Nvest Wealth Strategies Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation