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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
0012023-01-01LAURA HAY2024-10-04 LAURA HAY2024-10-04
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

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

Measure Date Value
2025 : THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1084998
Net assets as of the end of the plan year2025-10-101375653
Total assets as of the beginning of the plan year2025-10-101398967
Value of plan covered by a fidelity bond2025-10-101000000
Other income to plan in this plan year2025-10-1041626
Plan net income in this plan year2025-10-10-23314
Net assets as of the end of the plan year2025-10-101375653
Net assets as of the beginning of the plan year2025-10-101398967
Employer contributions to plan in this plan year2025-10-1020058
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1014404
2024 : THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0477134
Net assets as of the end of the plan year2024-10-041398967
Total assets as of the beginning of the plan year2024-10-041420671
Value of plan covered by a fidelity bond2024-10-041000000
Other income to plan in this plan year2024-10-0441795
Plan net income in this plan year2024-10-04-21704
Net assets as of the end of the plan year2024-10-041398967
Net assets as of the beginning of the plan year2024-10-041420671
Employer contributions to plan in this plan year2024-10-0413635
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0414458
2022 : THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-06208808
Net assets as of the end of the plan year2022-10-061434852
Total assets as of the beginning of the plan year2022-10-061596928
Value of plan covered by a fidelity bond2022-10-061000000
Other expenses paid from plan in this plan year2022-10-0616228
Other income to plan in this plan year2022-10-0646732
Plan net income in this plan year2022-10-06-162076
Net assets as of the end of the plan year2022-10-061434852
Net assets as of the beginning of the plan year2022-10-061596928
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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