401k Plan data: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN plan

OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 401k Plan overview

Plan Name	OHIO STATE BAR FOUNDATION 403(B) TDA PLAN
Plan identification number	002

OHIO STATE BAR FOUNDATION 403(B) TDA 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

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

Company Name: OHIO STATE BAR FOUNDATION

Employer identification number (EIN): 316054093

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about OHIO STATE BAR FOUNDATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1951-04-23

Company Identification Number: 222866

Legal Registered Office Address: 1700 LAKE SHORE DR
-
COLUMBUS
United States of America (USA)
43204

More information about OHIO STATE BAR FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO STATE BAR FOUNDATION 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CAROL MARX 2024-10-14
002 2022-01-01 LORI KEATING 2023-10-09
002 2021-01-01 LORI KEATING 2022-10-12
002 2020-01-01 LORI KEATING 2021-10-11
002 2019-01-01 LORI KEATING 2020-10-08
002 2018-01-01 LORI KEATING 2019-10-07
002 2017-01-01 LORI KEATING 2018-10-09
002 2016-01-01 ALISON M. BELFRAGE 2017-02-08
002 2015-01-01 ALISON M. BELFRAGE 2016-07-06
002 2014-01-01 ALISON M. BELFRAGE 2015-05-26
002 2013-01-01 ALISON M. BELFRAGE 2014-03-10
002 2012-01-01 ALISON M. BELFRAGE 2013-07-18
002 2011-01-01 ALISON M. BELFRAGE 2012-07-16
002 2010-01-01 ALISON M. BELFRAGE 2012-01-24
002 2008-01-01 ALISON M. BELFRAGE
002 2007-01-01 ALISON M. BELFRAGE
002 2006-01-01 ALISON M. BELFRAGE
002 2005-01-01 ALISON M. BELFRAGE
002 2004-01-01 ALISON M. BELFRAGE
002 2003-02-01 ALISON M. BELFRAGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CAROL MARX	2024-10-14
002	2022-01-01	LORI KEATING	2023-10-09
002	2021-01-01	LORI KEATING	2022-10-12
002	2020-01-01	LORI KEATING	2021-10-11
002	2019-01-01	LORI KEATING	2020-10-08
002	2018-01-01	LORI KEATING	2019-10-07
002	2017-01-01	LORI KEATING	2018-10-09
002	2016-01-01	ALISON M. BELFRAGE	2017-02-08
002	2015-01-01	ALISON M. BELFRAGE	2016-07-06
002	2014-01-01	ALISON M. BELFRAGE	2015-05-26
002	2013-01-01	ALISON M. BELFRAGE	2014-03-10
002	2012-01-01	ALISON M. BELFRAGE	2013-07-18
002	2011-01-01	ALISON M. BELFRAGE	2012-07-16
002	2010-01-01	ALISON M. BELFRAGE	2012-01-24
002	2008-01-01	ALISON M. BELFRAGE
002	2007-01-01	ALISON M. BELFRAGE
002	2006-01-01	ALISON M. BELFRAGE
002	2005-01-01	ALISON M. BELFRAGE
002	2004-01-01	ALISON M. BELFRAGE
002	2003-02-01	ALISON M. BELFRAGE

Plan Statistics for OHIO STATE BAR FOUNDATION 403(B) TDA PLAN

401k plan membership statisitcs for OHIO STATE BAR FOUNDATION 403(B) TDA PLAN

Measure Date Value
2025: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-15 2
Total number of particpants at end of year 2025-10-15 2
Number of Participants With Account Balances 2025-10-15 2
2024: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 2
Total number of particpants at end of year 2024-10-14 2
Number of Participants With Account Balances 2024-10-14 2
2008: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2008 401k membership
Total of all active and inactive participants 2008-01-01 0
Total participants 2008-01-01 0
2007: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2007 401k membership
Total of all active and inactive participants 2007-01-01 0
Total participants 2007-01-01 0
2006: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2006 401k membership
Total of all active and inactive participants 2006-01-01 0
Total participants 2006-01-01 0
2005: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2005 401k membership
Total of all active and inactive participants 2005-01-01 0
Total participants 2005-01-01 0
2004: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2004 401k membership
Total of all active and inactive participants 2004-01-01 0
Total participants 2004-01-01 0
2003: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2003 401k membership
Total of all active and inactive participants 2003-02-01 0
Total participants 2003-02-01 0

Measure	Date	Value
2025: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-15	2
Total number of particpants at end of year	2025-10-15	2
Number of Participants With Account Balances	2025-10-15	2
2024: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	2
Total number of particpants at end of year	2024-10-14	2
Number of Participants With Account Balances	2024-10-14	2
2008: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2008 401k membership
Total of all active and inactive participants	2008-01-01	0
Total participants	2008-01-01	0
2007: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2007 401k membership
Total of all active and inactive participants	2007-01-01	0
Total participants	2007-01-01	0
2006: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2006 401k membership
Total of all active and inactive participants	2006-01-01	0
Total participants	2006-01-01	0
2005: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2005 401k membership
Total of all active and inactive participants	2005-01-01	0
Total participants	2005-01-01	0
2004: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2004 401k membership
Total of all active and inactive participants	2004-01-01	0
Total participants	2004-01-01	0
2003: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2003 401k membership
Total of all active and inactive participants	2003-02-01	0
Total participants	2003-02-01	0

Financial Data on OHIO STATE BAR FOUNDATION 403(B) TDA PLAN

Measure	Date	Value
2025 : OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-15	186644
Net assets as of the end of the plan year	2025-10-15	353033
Total assets as of the beginning of the plan year	2025-10-15	528240
Other income to plan in this plan year	2025-10-15	11437
Plan net income in this plan year	2025-10-15	-175207
Net assets as of the end of the plan year	2025-10-15	353033
Net assets as of the beginning of the plan year	2025-10-15	528240
2024 : OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	13940
Net assets as of the end of the plan year	2024-10-14	528240
Total assets as of the beginning of the plan year	2024-10-14	527301
Other income to plan in this plan year	2024-10-14	14879
Plan net income in this plan year	2024-10-14	939
Net assets as of the end of the plan year	2024-10-14	528240
Net assets as of the beginning of the plan year	2024-10-14	527301

Form 5500 Responses for OHIO STATE BAR FOUNDATION 403(B) TDA PLAN

2008: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: OHIO STATE BAR FOUNDATION 403(B) TDA PLAN 2003 form 5500 responses
2003-02-01	Type of plan entity	Single employer plan
2003-02-01	First time form 5500 has been submitted	Yes
2003-02-01	Submission has been amended	No
2003-02-01	This submission is the final filing	No
2003-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2003-02-01	Plan is a collectively bargained plan	No

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Company Name:	OHIO STATE BAR FOUNDATION
Employer identification number (EIN):	316054093
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1951-04-23
Company Identification Number:	222866
Legal Registered Office Address:	1700 LAKE SHORE DR - COLUMBUS United States of America (USA) 43204