Vorys, Sater, Seymour And Pease Llp Cash Balance Pension Plan — Form 5500 plan (Vorys, Sater, Seymour And Pease Llp)

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, Vorys, Sater, Seymour And Pease Llp Cash Balance Pension Plan is a benefit plan reported by Vorys, Sater, Seymour And Pease Llp under EIN 31-4333125 and plan number 005. The latest loaded filing year is 2023. The filing reports 194 participants and $43,824,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vorys, Sater, Seymour And Pease Llp
EIN
31-4333125
Plan number
005
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
194
End-of-year plan assets
$43,824,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241014161427NAL0026683041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,824,900
Total liabilities (EOY)
$0
Net assets (EOY)
$43,824,900
Net assets (BOY)
$34,980,159

Income & contributions

Employer contributions
$9,034,078
Total contributions
$9,034,078
Total income / additions
$12,243,819

Expenses & distributions

Benefits paid
$3,195,259
Administrative expenses
$203,819
Total expenses
$3,399,078
Net increase / (decrease)
$8,844,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$134,137not reported in the loaded dataset2023
Cook Street Consulting, IncNONE$32,782not reported in the loaded dataset2023
Schwab Retirement Plan ServicesNONE$11,976not reported in the loaded dataset2023
Winkel Green & Van Horn LlpNONE$6,300not reported in the loaded dataset2023

Related Form 5500 pages