401k Plan data: OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN plan

OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 401k Plan overview

Plan Name	OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN
Plan identification number	003

OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OHIO STATE BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: OHIO STATE BAR ASSOCIATION

Employer identification number (EIN): 314271520

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 MARY A AUGSBURGER 2024-06-28
003 2022-01-01 KENNETH J. HEINTZ 2023-06-08 KENNETH J. HEINTZ 2023-06-08
003 2021-01-01 KEN HEINTZ 2022-07-13 KEN HEINTZ 2022-07-13
003 2020-01-01 KENNETH J HEINTZ 2021-06-23
003 2019-01-01 KENNETH J. HEINTZ 2020-07-06
003 2018-01-01 MARY AUGSBURGER 2019-06-27 MARY AUGSBURGER 2019-06-27
003 2017-01-01 MARY AUGSBURGER 2018-07-20 MARY AUGSBURGER 2018-07-20
003 2016-01-01 MARY AMOS AUGSBURGER 2017-07-27 MARY AMOS AUGSBURGER 2017-07-27
003 2015-01-01 MARY AMOS AUGSBURGER 2016-07-27 MARY AMOS AUGSBURGER 2016-07-27
003 2014-01-01 MARY AMOS AUGSBURGER 2015-07-15 MARY AMOS AUGSBURGER 2015-07-15
003 2013-01-01 ERIC WELLS 2014-10-09
003 2012-01-01 ERIC WELLS 2013-09-11
003 2011-01-01 DENNY RAMEY 2012-06-28
003 2010-01-01 DENNY RAMEY 2011-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	MARY A AUGSBURGER	2024-06-28
003	2022-01-01	KENNETH J. HEINTZ	2023-06-08	KENNETH J. HEINTZ	2023-06-08
003	2021-01-01	KEN HEINTZ	2022-07-13	KEN HEINTZ	2022-07-13
003	2020-01-01	KENNETH J HEINTZ	2021-06-23
003	2019-01-01	KENNETH J. HEINTZ	2020-07-06
003	2018-01-01	MARY AUGSBURGER	2019-06-27	MARY AUGSBURGER	2019-06-27
003	2017-01-01	MARY AUGSBURGER	2018-07-20	MARY AUGSBURGER	2018-07-20
003	2016-01-01	MARY AMOS AUGSBURGER	2017-07-27	MARY AMOS AUGSBURGER	2017-07-27
003	2015-01-01	MARY AMOS AUGSBURGER	2016-07-27	MARY AMOS AUGSBURGER	2016-07-27
003	2014-01-01	MARY AMOS AUGSBURGER	2015-07-15	MARY AMOS AUGSBURGER	2015-07-15
003	2013-01-01	ERIC WELLS	2014-10-09
003	2012-01-01	ERIC WELLS	2013-09-11
003	2011-01-01	DENNY RAMEY	2012-06-28
003	2010-01-01	DENNY RAMEY	2011-09-23

Plan Statistics for OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN

401k plan membership statisitcs for OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN

Measure Date Value
2025: OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-20 70
Total number of particpants at end of year 2025-06-20 59
Number of Participants With Account Balances 2025-06-20 58
2024: OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-28 71
Total number of particpants at end of year 2024-06-28 70
Number of Participants With Account Balances 2024-06-28 68

Measure	Date	Value
2025: OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-20	70
Total number of particpants at end of year	2025-06-20	59
Number of Participants With Account Balances	2025-06-20	58
2024: OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-28	71
Total number of particpants at end of year	2024-06-28	70
Number of Participants With Account Balances	2024-06-28	68

Financial Data on OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN

Measure	Date	Value
2025 : OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-06-20	0
Total expenses incurred by plan in this plan year	2025-06-20	353619
Net assets as of the end of the plan year	2025-06-20	9616856
Total assets as of the beginning of the plan year	2025-06-20	8314466
Value of plan covered by a fidelity bond	2025-06-20	1000000
Participant contributions to plan in this plan year	2025-06-20	282291
Value of participant loans at end of plan year	2025-06-20	58583
Other contributions to plan in this plan year	2025-06-20	33706
Other income to plan in this plan year	2025-06-20	1091273
Plan net income in this plan year	2025-06-20	1302390
Net assets as of the end of the plan year	2025-06-20	9616856
Net assets as of the beginning of the plan year	2025-06-20	8314466
Employer contributions to plan in this plan year	2025-06-20	248739
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-20	26518
2024 : OHIO STATE BAR ASSOC DEFINED CONTRIBUTION RET PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-06-28	0
Total expenses incurred by plan in this plan year	2024-06-28	1261830
Net assets as of the end of the plan year	2024-06-28	8314466
Total assets as of the beginning of the plan year	2024-06-28	7793797
Value of plan covered by a fidelity bond	2024-06-28	1000000
Participant contributions to plan in this plan year	2024-06-28	263833
Value of participant loans at end of plan year	2024-06-28	58721
Other contributions to plan in this plan year	2024-06-28	14540
Other income to plan in this plan year	2024-06-28	1260645
Plan net income in this plan year	2024-06-28	520669
Net assets as of the end of the plan year	2024-06-28	8314466
Net assets as of the beginning of the plan year	2024-06-28	7793797
Employer contributions to plan in this plan year	2024-06-28	243481
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-28	25532

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Company Name:	OHIO STATE BAR ASSOCIATION
Employer identification number (EIN):	314271520
NAIC Classification:	541190