Ohio State Home Services, Inc. Retirement Savings & Trust — Form 5500 plan (Ohio State Home Services, 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, Ohio State Home Services, Inc. Retirement Savings & Trust is a benefit plan reported by Ohio State Home Services, Inc. under EIN 34-1238206 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $8,488,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio State Home Services, Inc.
EIN
34-1238206
Plan number
001
Plan type
2
Location
Macedonia, OH
Latest filing year
2023
Participants
457
End-of-year plan assets
$8,488,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023457H, C20241014103300NAL0044165088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,488,396
Total liabilities (EOY)
$19,746
Net assets (EOY)
$8,468,650
Net assets (BOY)
$7,070,567

Income & contributions

Employer contributions
$237,740
Participant contributions
$679,090
Total contributions
$1,066,970
Total income / additions
$2,285,754

Expenses & distributions

Benefits paid
$851,256
Administrative expenses
$39,649
Total expenses
$887,671
Net increase / (decrease)
$1,398,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$34,613$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,036not reported in the loaded dataset2023

Related Form 5500 pages