Ssoe, Inc. Profit Sharing And Savings Plan And Trust — Form 5500 plan (Ssoe, 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, Ssoe, Inc. Profit Sharing And Savings Plan And Trust is a benefit plan reported by Ssoe, Inc. under EIN 34-1045421 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,437 participants and $242,603,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ssoe, Inc.
- EIN
- 34-1045421
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 1,437
- End-of-year plan assets
- $242,603,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,437 | H, C | 20241004112725NAL0019526176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,603,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,603,124
- Net assets (BOY)
- $202,628,577
Income & contributions
- Employer contributions
- $9,596,695
- Participant contributions
- $12,053,755
- Total contributions
- $22,911,378
- Total income / additions
- $58,636,756
Expenses & distributions
- Benefits paid
- $18,356,426
- Administrative expenses
- $340,732
- Total expenses
- $18,698,906
- Net increase / (decrease)
- $39,937,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $114,058 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $85,345 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen,Llp | NONE | $11,679 | not reported in the loaded dataset | 2023 |
| Gilmore Jasion And Mahler Ltd | NONE | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ssoe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Toledo, OH
- Nfp Retirement Inc — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Clifton Larson Allen,Llp — Schedule C compensation
- Gilmore Jasion And Mahler Ltd — Schedule C compensation