OHIO STATE BAR ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-06-30 | $40,397 |
| Total plan liabilities at beginning of year | 2024-06-30 | $6,693 |
| Total income from all sources | 2024-06-30 | $977,168 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $979,650 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $940,847 |
| Total plan assets at end of year | 2024-06-30 | $339,138 |
| Total plan assets at beginning of year | 2024-06-30 | $307,916 |
| Value of fidelity bond covering the plan | 2024-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2024-06-30 | $166,959 |
| Expenses. Other expenses not covered elsewhere | 2024-06-30 | $1,487 |
| Other income received | 2024-06-30 | $78 |
| Net income (gross income less expenses) | 2024-06-30 | $-2,482 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $298,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $301,223 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $810,131 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $37,316 |
| 2023 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $6,693 |
| Total plan liabilities at beginning of year | 2023-06-30 | $47,101 |
| Total income from all sources | 2023-06-30 | $809,790 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $1,049,490 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $1,010,462 |
| Total plan assets at end of year | 2023-06-30 | $307,916 |
| Total plan assets at beginning of year | 2023-06-30 | $588,024 |
| Value of fidelity bond covering the plan | 2023-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $150,803 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $896 |
| Other income received | 2023-06-30 | $157 |
| Net income (gross income less expenses) | 2023-06-30 | $-239,700 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $301,223 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $540,923 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $658,830 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $38,132 |
| 2022 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $47,101 |
| Total plan liabilities at beginning of year | 2022-06-30 | $17,018 |
| Total income from all sources | 2022-06-30 | $991,260 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $879,011 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $840,240 |
| Total plan assets at end of year | 2022-06-30 | $588,024 |
| Total plan assets at beginning of year | 2022-06-30 | $445,692 |
| Value of fidelity bond covering the plan | 2022-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $161,669 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $831 |
| Other income received | 2022-06-30 | $174 |
| Net income (gross income less expenses) | 2022-06-30 | $112,249 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $540,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $428,674 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $829,417 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $37,940 |
| 2021 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $17,018 |
| Total plan liabilities at beginning of year | 2021-06-30 | $1,504 |
| Total income from all sources | 2021-06-30 | $569,217 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $899,788 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $857,020 |
| Total plan assets at end of year | 2021-06-30 | $445,692 |
| Total plan assets at beginning of year | 2021-06-30 | $760,749 |
| Value of fidelity bond covering the plan | 2021-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $149,106 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $575 |
| Other income received | 2021-06-30 | $717 |
| Net income (gross income less expenses) | 2021-06-30 | $-330,571 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $428,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $759,245 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $419,394 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $42,193 |
| 2020 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $1,504 |
| Total plan liabilities at beginning of year | 2020-06-30 | $34,998 |
| Total income from all sources | 2020-06-30 | $704,338 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $741,659 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $703,803 |
| Total plan assets at end of year | 2020-06-30 | $760,749 |
| Total plan assets at beginning of year | 2020-06-30 | $831,564 |
| Value of fidelity bond covering the plan | 2020-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $145,688 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $35 |
| Other income received | 2020-06-30 | $5,279 |
| Net income (gross income less expenses) | 2020-06-30 | $-37,321 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $759,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $796,566 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $553,371 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $37,821 |
| 2019 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-06-30 | $34,998 |
| Total plan liabilities at beginning of year | 2019-06-30 | $1,036 |
| Total income from all sources | 2019-06-30 | $1,108,309 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $767,717 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $731,085 |
| Total plan assets at end of year | 2019-06-30 | $831,564 |
| Total plan assets at beginning of year | 2019-06-30 | $457,010 |
| Value of fidelity bond covering the plan | 2019-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $116,231 |
| Other income received | 2019-06-30 | $1,981 |
| Net income (gross income less expenses) | 2019-06-30 | $340,592 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $796,566 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $455,974 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $990,097 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $36,632 |
| 2018 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-06-30 | $1,036 |
| Total plan liabilities at beginning of year | 2018-06-30 | $5,302 |
| Total income from all sources | 2018-06-30 | $999,199 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $707,969 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $673,213 |
| Total plan assets at end of year | 2018-06-30 | $457,010 |
| Total plan assets at beginning of year | 2018-06-30 | $170,046 |
| Value of fidelity bond covering the plan | 2018-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $129,719 |
| Net income (gross income less expenses) | 2018-06-30 | $291,230 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $455,974 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $164,744 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $869,480 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $34,756 |
| 2017 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $5,302 |
| Total plan liabilities at beginning of year | 2017-06-30 | $4,082 |
| Total income from all sources | 2017-06-30 | $812,603 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $806,429 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $767,271 |
| Total plan assets at end of year | 2017-06-30 | $170,046 |
| Total plan assets at beginning of year | 2017-06-30 | $162,652 |
| Value of fidelity bond covering the plan | 2017-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $120,236 |
| Net income (gross income less expenses) | 2017-06-30 | $6,174 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $164,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $158,570 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $692,367 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $39,158 |
| 2016 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $4,082 |
| Total plan liabilities at beginning of year | 2016-06-30 | $22,876 |
| Total income from all sources | 2016-06-30 | $465,505 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $341,676 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $322,677 |
| Total plan assets at end of year | 2016-06-30 | $162,652 |
| Total plan assets at beginning of year | 2016-06-30 | $57,617 |
| Value of fidelity bond covering the plan | 2016-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $63,607 |
| Net income (gross income less expenses) | 2016-06-30 | $123,829 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $158,570 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $34,741 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $401,898 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $18,999 |
| 2015 : OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $22,876 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $755,068 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $720,327 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $678,457 |
| Total plan assets at end of year | 2015-12-31 | $57,617 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $118,418 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $423 |
| Net income (gross income less expenses) | 2015-12-31 | $34,741 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $34,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $636,650 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $41,447 |
| 2023: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Submission has been amended | No |
| 2023-07-01 | This submission is the final filing | No |
| 2023-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-07-01 | Plan is a collectively bargained plan | No |
| 2023-07-01 | Plan funding arrangement – Insurance | Yes |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | Yes |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OHIO STATE BAR ASSOCIATION EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
