| Plan Name | THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LAURA HAY | 2024-10-04 | LAURA HAY | 2024-10-04 |
| 001 | 2022-01-01 | LAURA HAY | 2023-09-25 | LAURA HAY | 2023-09-25 |
| 001 | 2021-01-01 | LAURA HAY | 2022-10-06 | LAURA HAY | 2022-10-06 |
| 001 | 2020-01-01 | LAURA HAY | 2021-10-13 | LAURA HAY | 2021-10-13 |
| 001 | 2019-01-01 | KYLE BICKHART | 2020-10-15 | KYLE BICKHART | 2020-10-15 |
| 001 | 2018-01-01 | SCOTT WILEY | 2019-10-11 | SCOTT WILEY | 2019-10-11 |
| 001 | 2017-01-01 | SCOTT WILEY | 2018-09-28 | SCOTT WILEY | 2018-09-28 |
| 001 | 2016-01-01 | SCOTT WILEY | 2017-07-24 | SCOTT WILEY | 2017-07-24 |
| 001 | 2015-01-01 | SCOTT WILEY | 2016-04-20 | SCOTT WILEY | 2016-04-20 |
| 001 | 2014-01-01 | SCOTT WILEY | 2015-10-02 | SCOTT WILEY | 2015-10-02 |
| 001 | 2013-01-01 | SCOTT WILEY | 2014-07-01 | ||
| 001 | 2012-01-01 | SCOTT WILEY | 2013-07-29 | ||
| 001 | 2011-01-01 | JOHN PRICE | 2012-10-15 | ||
| 001 | 2010-01-01 | JOHN PRICE | 2011-05-16 | ||
| 001 | 2009-01-01 | J. CLARKE PRICE | J. CLARKE PRICE | 2010-10-07 |
| 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 year | 2025-10-10 | 84998 |
| Net assets as of the end of the plan year | 2025-10-10 | 1375653 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 1398967 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 1000000 |
| Other income to plan in this plan year | 2025-10-10 | 41626 |
| Plan net income in this plan year | 2025-10-10 | -23314 |
| Net assets as of the end of the plan year | 2025-10-10 | 1375653 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 1398967 |
| Employer contributions to plan in this plan year | 2025-10-10 | 20058 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 14404 |
| 2024 : THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-04 | 77134 |
| Net assets as of the end of the plan year | 2024-10-04 | 1398967 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 1420671 |
| Value of plan covered by a fidelity bond | 2024-10-04 | 1000000 |
| Other income to plan in this plan year | 2024-10-04 | 41795 |
| Plan net income in this plan year | 2024-10-04 | -21704 |
| Net assets as of the end of the plan year | 2024-10-04 | 1398967 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 1420671 |
| Employer contributions to plan in this plan year | 2024-10-04 | 13635 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-04 | 14458 |
| 2022 : THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-06 | 208808 |
| Net assets as of the end of the plan year | 2022-10-06 | 1434852 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 1596928 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 1000000 |
| Other expenses paid from plan in this plan year | 2022-10-06 | 16228 |
| Other income to plan in this plan year | 2022-10-06 | 46732 |
| Plan net income in this plan year | 2022-10-06 | -162076 |
| Net assets as of the end of the plan year | 2022-10-06 | 1434852 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 1596928 |
| 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 securities | 2009-12-31 | $0 |
| 2009: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS PENSION PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |