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THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 401k Plan overview

Plan NameTHE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN
Plan identification number 001

THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

401k Sponsoring company profile

THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name:THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):314378053
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1903-06-05
Company Identification Number: 29231
Legal Registered Office Address: 535 METRO PL ,S
-
DUBLIN
United States of America (USA)
43017

More information about THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAURA HAY2023-09-25 LAURA HAY2023-09-25
0012021-01-01LAURA HAY2022-10-06 LAURA HAY2022-10-06
0012020-01-01LAURA HAY2021-10-13 LAURA HAY2021-10-13
0012019-01-01KYLE BICKHART2020-10-15 KYLE BICKHART2020-10-15
0012018-01-01SCOTT WILEY2019-10-11 SCOTT WILEY2019-10-11
0012017-01-01SCOTT WILEY2018-09-28 SCOTT WILEY2018-09-28
0012016-01-01SCOTT WILEY2017-07-24 SCOTT WILEY2017-07-24
0012015-01-01SCOTT WILEY2016-04-20 SCOTT WILEY2016-04-20
0012014-01-01SCOTT WILEY2015-10-02 SCOTT WILEY2015-10-02
0012013-01-01SCOTT WILEY2014-07-01
0012012-01-01SCOTT WILEY2013-07-29
0012011-01-01JOHN PRICE2012-10-15
0012010-01-01JOHN PRICE2011-05-16
0012009-01-01J. CLARKE PRICE J. CLARKE PRICE2010-10-07

Plan Statistics for THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

401k plan membership statisitcs for THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

Measure Date Value
2022: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,434,852
Acturial value of plan assets2022-12-311,434,852
Funding target for retired participants and beneficiaries receiving payment2022-12-311,030,927
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-31167,702
Active participant vested funding target2022-12-31670,055
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-31670,055
Total participant count2022-12-3124
Total funding target for all participants2022-12-311,868,684
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3192,407
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3159,770
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3132,637
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3133,639
Total employer contributions2022-12-3135,124
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3131,496
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3116,228
Net shortfall amortization installment of oustanding balance2022-12-31467,471
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3164,671
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3133,639
Additional cash requirement2022-12-3131,032
Contributions allocatedtoward minimum required contributions for current year2022-12-3131,496
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,596,928
Acturial value of plan assets2021-12-311,596,928
Funding target for retired participants and beneficiaries receiving payment2021-12-311,054,804
Number of terminated vested participants2021-12-3113
Fundng target for terminated vested participants2021-12-31150,135
Active participant vested funding target2021-12-31675,712
Number of active participants2021-12-319
Total funding liabilities for active participants2021-12-31675,712
Total participant count2021-12-3125
Total funding target for all participants2021-12-311,880,651
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31220,656
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3153,026
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31167,630
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3180,386
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3192,407
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3117,500
Net shortfall amortization installment of oustanding balance2021-12-31376,130
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3155,848
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3159,770
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,778,498
Acturial value of plan assets2020-12-311,778,498
Funding target for retired participants and beneficiaries receiving payment2020-12-311,079,635
Number of terminated vested participants2020-12-3113
Fundng target for terminated vested participants2020-12-31135,194
Active participant vested funding target2020-12-31693,498
Number of active participants2020-12-3110
Total funding liabilities for active participants2020-12-31693,498
Total participant count2020-12-3126
Total funding target for all participants2020-12-311,908,327
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31271,000
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3156,896
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31214,104
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31220,656
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3118,500
Net shortfall amortization installment of oustanding balance2020-12-31350,485
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3153,026
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3153,026
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,853,119
Acturial value of plan assets2019-12-311,853,119
Funding target for retired participants and beneficiaries receiving payment2019-12-311,169,036
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-31132,939
Active participant vested funding target2019-12-31675,074
Number of active participants2019-12-3111
Total funding liabilities for active participants2019-12-31675,074
Total participant count2019-12-3127
Total funding target for all participants2019-12-311,977,049
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31346,865
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3179,039
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31267,826
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-315,021
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31271,000
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3120,000
Net shortfall amortization installment of oustanding balance2019-12-31394,930
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3195,226
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3195,829
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,926,245
Acturial value of plan assets2018-12-311,926,245
Funding target for retired participants and beneficiaries receiving payment2018-12-311,183,300
Number of terminated vested participants2018-12-319
Fundng target for terminated vested participants2018-12-3193,724
Active participant vested funding target2018-12-31639,962
Number of active participants2018-12-3114
Total funding liabilities for active participants2018-12-31639,962
Total participant count2018-12-3127
Total funding target for all participants2018-12-311,916,986
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31390,220
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3153,654
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31336,566
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31346,865
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3120,100
Net shortfall amortization installment of oustanding balance2018-12-31337,606
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3179,039
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3179,039
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,997,589
Acturial value of plan assets2017-12-311,997,589
Funding target for retired participants and beneficiaries receiving payment2017-12-311,157,525
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-3181,090
Active participant vested funding target2017-12-31565,692
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-31565,692
Total participant count2017-12-3127
Total funding target for all participants2017-12-311,804,307
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31400,882
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3122,248
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31378,634
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31390,220
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3121,314
Net shortfall amortization installment of oustanding balance2017-12-31196,938
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3153,654
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3153,654
Additional cash requirement2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,129,985
Acturial value of plan assets2016-12-312,129,985
Funding target for retired participants and beneficiaries receiving payment2016-12-311,168,180
Number of terminated vested participants2016-12-319
Fundng target for terminated vested participants2016-12-3172,208
Active participant vested funding target2016-12-31552,589
Number of active participants2016-12-3115
Total funding liabilities for active participants2016-12-31552,589
Total participant count2016-12-3128
Total funding target for all participants2016-12-311,792,977
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31388,979
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31388,979
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31400,882
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3122,248
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3122,248
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3122,248
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

Measure Date Value
2009 : THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN

2009: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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