Oh/Nfm Group Retirement Plan — Form 5500 plan (Ohio Holdings, 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, Oh/Nfm Group Retirement Plan is a benefit plan reported by Ohio Holdings, Inc. under EIN 34-1941799 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $5,569,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Holdings, Inc.
- EIN
- 34-1941799
- Plan number
- 001
- Plan type
- 2
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $5,569,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20241007143301NAL0015336993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,569,894
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $5,569,845
- Net assets (BOY)
- $3,601,394
Income & contributions
- Employer contributions
- $482,560
- Participant contributions
- $692,031
- Total contributions
- $1,848,421
- Total income / additions
- $2,499,552
Expenses & distributions
- Benefits paid
- $488,098
- Administrative expenses
- $43,003
- Total expenses
- $531,101
- Net increase / (decrease)
- $1,968,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $37,268 | $0 | 2023 |
| Osaic Wealth, Inc. | BROKER ADVISOR | $0 | $19,209 | 2023 |
| Great Lakes Pension Services | CONTRACT ADMIN | $9,470 | not reported in the loaded dataset | 2023 |
| Empower Advisory Grp, LLC | INV MGT | $7,777 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maumee, OH
- Empower Annuity Ins Co Of America — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation
- Great Lakes Pension Services — Schedule C compensation
- Empower Advisory Grp, LLC — Schedule C compensation