North Ohio Heart Center, Inc. 401(K) Savings Plan — Form 5500 plan (North Ohio Heart Center, 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, North Ohio Heart Center, Inc. 401(K) Savings Plan is a benefit plan reported by North Ohio Heart Center, Inc. under EIN 34-1221800 and plan number 003. The latest loaded filing year is 2023. The filing reports 131 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Ohio Heart Center, Inc.
- EIN
- 34-1221800
- Plan number
- 003
- Plan type
- 2
- Location
- Elyria, OH
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240715083729NAL0002577584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $15,185,634
Income & contributions
- Participant contributions
- $33,780
- Total contributions
- $33,780
- Total income / additions
- $894,490
Expenses & distributions
- Benefits paid
- $16,012,792
- Administrative expenses
- $67,332
- Total expenses
- $16,080,124
- Net increase / (decrease)
- -$15,185,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rea & Associates Inc | AUDITOR | $40,200 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants Inc. | CONTRACT ADMIN | $24,548 | $5,169 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $20,507 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,088 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $131 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Ohio Heart Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Elyria, OH
- Rea & Associates Inc — Schedule C compensation
- Trinity Pension Consultants Inc. — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation