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OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameOHIO MANAGEMENT, LLC PROFIT SHARING PLAN
Plan identification number 001

OHIO MANAGEMENT, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OHIO MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:OHIO MANAGEMENT LLC
Employer identification number (EIN):010631450
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO MANAGEMENT, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARMEL ANN BUDO
0012016-01-01CARMEL ANN BUDO
0012015-01-01CARMEL ANN BUDO
0012015-01-01CARMEL ANN BUDO
0012014-01-01CARMEL ANN BUDO
0012013-01-01CARMEL ANN BUDO
0012012-01-01CARMEL ANN BUDO
0012011-01-01CARMEL ANN BUDO
0012010-01-01CARMEL ANN BUDO
0012009-01-01CARMEL ANN BUDO

Plan Statistics for OHIO MANAGEMENT, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for OHIO MANAGEMENT, LLC PROFIT SHARING PLAN

Measure Date Value
2022: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01228
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01227
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01216
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01270
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01227
Number of participants with account balances2020-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01310
Total number of active participants reported on line 7a of the Form 55002019-01-01231
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01270
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01286
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01310
Number of participants with account balances2018-01-0111
2017: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01312
Total number of active participants reported on line 7a of the Form 55002017-01-01225
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01240
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01271
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01312
Number of participants with account balances2016-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01271
Number of participants with account balances2015-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01253
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01239
Number of participants with account balances2014-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01265
Total number of active participants reported on line 7a of the Form 55002013-01-01176
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01244
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01187
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01247
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01259
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01242
Number of participants with account balances2011-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01258
Total number of active participants reported on line 7a of the Form 55002010-01-01183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01250
Number of participants with account balances2010-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0144
2009: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01231
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01249
Number of participants with account balances2009-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OHIO MANAGEMENT, LLC PROFIT SHARING PLAN

Measure Date Value
2022 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-224,124
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$138,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$126,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$200,336
Value of total assets at end of year2022-12-31$3,082,908
Value of total assets at beginning of year2022-12-31$3,445,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,259
Total interest from all sources2022-12-31$13,222
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$165,434
Participant contributions at end of year2022-12-31$100,355
Participant contributions at beginning of year2022-12-31$67,759
Administrative expenses (other) incurred2022-12-31$12,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-363,057
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,082,908
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,445,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,788,589
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,864,430
Interest on participant loans2022-12-31$3,512
Interest earned on other investments2022-12-31$9,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$193,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$513,776
Net investment gain/loss from pooled separate accounts2022-12-31$-437,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$34,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$126,674
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2022-12-31720549733
2021 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$643,931
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$443,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$417,889
Expenses. Certain deemed distributions of participant loans2021-12-31$12,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$189,107
Value of total assets at end of year2021-12-31$3,445,965
Value of total assets at beginning of year2021-12-31$3,245,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,246
Total interest from all sources2021-12-31$10,994
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$144,404
Participant contributions at end of year2021-12-31$67,759
Participant contributions at beginning of year2021-12-31$74,545
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,387
Administrative expenses (other) incurred2021-12-31$13,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$200,132
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,445,965
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,245,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$2,864,430
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,683,027
Interest on participant loans2021-12-31$3,651
Interest earned on other investments2021-12-31$7,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$513,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$488,261
Net investment gain/loss from pooled separate accounts2021-12-31$443,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$27,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$417,889
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2021-12-31720549733
2020 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$566,539
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$358,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$343,757
Value of total corrective distributions2020-12-31$3,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$190,075
Value of total assets at end of year2020-12-31$3,245,833
Value of total assets at beginning of year2020-12-31$3,037,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,239
Total interest from all sources2020-12-31$13,369
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$142,373
Participant contributions at end of year2020-12-31$74,545
Participant contributions at beginning of year2020-12-31$93,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$208,234
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,245,833
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,037,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,683,027
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,317,639
Interest on participant loans2020-12-31$3,994
Interest earned on other investments2020-12-31$9,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$488,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$626,623
Net investment gain/loss from pooled separate accounts2020-12-31$363,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$47,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$343,757
Contract administrator fees2020-12-31$11,239
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2020-12-31720549733
2019 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$699,646
Total income from all sources (including contributions)2019-12-31$699,646
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$233,545
Total of all expenses incurred2019-12-31$233,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$222,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$222,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$260,103
Value of total assets at end of year2019-12-31$3,037,599
Value of total assets at end of year2019-12-31$3,037,599
Value of total assets at beginning of year2019-12-31$2,571,498
Value of total assets at beginning of year2019-12-31$2,571,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,591
Total interest from all sources2019-12-31$18,509
Total interest from all sources2019-12-31$18,509
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$207,172
Contributions received from participants2019-12-31$207,172
Participant contributions at end of year2019-12-31$93,337
Participant contributions at end of year2019-12-31$93,337
Participant contributions at beginning of year2019-12-31$110,288
Participant contributions at beginning of year2019-12-31$110,288
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,199
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$466,101
Value of net income/loss2019-12-31$466,101
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,037,599
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,037,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,571,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,571,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,317,639
Value of interest in pooled separate accounts at end of year2019-12-31$2,317,639
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,737,183
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,737,183
Interest on participant loans2019-12-31$6,219
Interest on participant loans2019-12-31$6,219
Interest earned on other investments2019-12-31$12,290
Interest earned on other investments2019-12-31$12,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$626,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$626,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$724,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$724,027
Net investment gain/loss from pooled separate accounts2019-12-31$421,034
Net investment gain/loss from pooled separate accounts2019-12-31$421,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$37,732
Contributions received in cash from employer2019-12-31$37,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$222,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$222,954
Contract administrator fees2019-12-31$10,591
Contract administrator fees2019-12-31$10,591
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERICKSEN KRENTEL LLP
Accountancy firm name2019-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2019-12-31720549733
Accountancy firm EIN2019-12-31720549733
2018 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$19,280
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$746,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$728,684
Expenses. Certain deemed distributions of participant loans2018-12-31$6,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$164,737
Value of total assets at end of year2018-12-31$2,571,498
Value of total assets at beginning of year2018-12-31$3,299,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,685
Total interest from all sources2018-12-31$15,452
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$164,737
Participant contributions at end of year2018-12-31$110,288
Participant contributions at beginning of year2018-12-31$129,528
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-727,713
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,571,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,299,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,737,183
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,351,049
Interest on participant loans2018-12-31$6,348
Interest earned on other investments2018-12-31$9,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$724,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$788,794
Net investment gain/loss from pooled separate accounts2018-12-31$-160,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$29,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$728,684
Contract administrator fees2018-12-31$11,685
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2018-12-31720549733
2017 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$538,591
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$456,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$424,537
Expenses. Certain deemed distributions of participant loans2017-12-31$11,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$205,156
Value of total assets at end of year2017-12-31$3,299,211
Value of total assets at beginning of year2017-12-31$3,217,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,459
Total interest from all sources2017-12-31$28,627
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$299,188
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$175,316
Participant contributions at end of year2017-12-31$129,528
Participant contributions at beginning of year2017-12-31$108,871
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$3,588
Other income not declared elsewhere2017-12-31$694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$81,785
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,299,211
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,217,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,459
Value of interest in pooled separate accounts at end of year2017-12-31$2,351,049
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,948,802
Interest on participant loans2017-12-31$5,088
Interest earned on other investments2017-12-31$23,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$788,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,114,714
Net investment gain/loss from pooled separate accounts2017-12-31$304,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,840
Employer contributions (assets) at end of year2017-12-31$29,840
Employer contributions (assets) at beginning of year2017-12-31$41,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$424,537
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2017-12-31720549733
2016 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$415,575
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$190,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$170,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$216,022
Value of total assets at end of year2016-12-31$3,217,426
Value of total assets at beginning of year2016-12-31$2,991,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,541
Total interest from all sources2016-12-31$31,281
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$299,188
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$170,453
Participant contributions at end of year2016-12-31$108,871
Participant contributions at beginning of year2016-12-31$91,519
Participant contributions at end of year2016-12-31$3,588
Participant contributions at beginning of year2016-12-31$4,070
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,118
Administrative expenses (other) incurred2016-12-31$19,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$225,548
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,217,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,991,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,948,802
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,773,735
Interest on participant loans2016-12-31$4,584
Interest earned on other investments2016-12-31$26,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,114,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,086,747
Net investment gain/loss from pooled separate accounts2016-12-31$168,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$41,451
Employer contributions (assets) at end of year2016-12-31$41,451
Employer contributions (assets) at beginning of year2016-12-31$35,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$170,486
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERICKSEN KRENTEL LLP
Accountancy firm EIN2016-12-31720549733
2015 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$212,178
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$167,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$147,493
Expenses. Certain deemed distributions of participant loans2015-12-31$218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$210,649
Value of total assets at end of year2015-12-31$2,991,878
Value of total assets at beginning of year2015-12-31$2,946,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,454
Total interest from all sources2015-12-31$29,512
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$294,687
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$161,842
Participant contributions at end of year2015-12-31$91,519
Participant contributions at beginning of year2015-12-31$93,924
Participant contributions at end of year2015-12-31$4,070
Participant contributions at beginning of year2015-12-31$3,311
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,000
Administrative expenses (other) incurred2015-12-31$19,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$45,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,991,878
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,946,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,773,735
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,807,203
Interest on participant loans2015-12-31$3,815
Interest earned on other investments2015-12-31$25,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,086,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$996,802
Net investment gain/loss from pooled separate accounts2015-12-31$-27,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$35,807
Employer contributions (assets) at end of year2015-12-31$35,807
Employer contributions (assets) at beginning of year2015-12-31$45,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,493
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERICKSEN, KRENTEL & LAPORTE, LLP
Accountancy firm EIN2015-12-31720549733
2014 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$405,521
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$77,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$53,833
Value of total corrective distributions2014-12-31$4,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$249,289
Value of total assets at end of year2014-12-31$2,946,865
Value of total assets at beginning of year2014-12-31$2,618,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,876
Total interest from all sources2014-12-31$27,281
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$120,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$199,673
Participant contributions at end of year2014-12-31$93,924
Participant contributions at beginning of year2014-12-31$89,520
Participant contributions at end of year2014-12-31$3,311
Participant contributions at beginning of year2014-12-31$5,948
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$327,934
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,946,865
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,618,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,807,203
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,589,347
Interest on participant loans2014-12-31$3,919
Interest earned on other investments2014-12-31$23,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$996,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$887,893
Net investment gain/loss from pooled separate accounts2014-12-31$128,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$45,625
Employer contributions (assets) at end of year2014-12-31$45,625
Employer contributions (assets) at beginning of year2014-12-31$46,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$53,833
Contract administrator fees2014-12-31$18,876
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERICKSEN, KRENTEL & LAPORTE, LLP
Accountancy firm EIN2014-12-31720549733
2013 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$585,176
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$159,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$139,849
Value of total corrective distributions2013-12-31$4,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$241,170
Value of total assets at end of year2013-12-31$2,618,931
Value of total assets at beginning of year2013-12-31$2,193,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,523
Total interest from all sources2013-12-31$23,895
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$192,907
Participant contributions at end of year2013-12-31$89,520
Participant contributions at beginning of year2013-12-31$51,684
Participant contributions at end of year2013-12-31$5,948
Participant contributions at beginning of year2013-12-31$2,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$425,582
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,618,931
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,193,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,523
Value of interest in pooled separate accounts at end of year2013-12-31$1,589,347
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,336,935
Interest on participant loans2013-12-31$3,082
Interest earned on other investments2013-12-31$20,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$887,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$760,622
Net investment gain/loss from pooled separate accounts2013-12-31$320,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$48,263
Employer contributions (assets) at end of year2013-12-31$46,223
Employer contributions (assets) at beginning of year2013-12-31$41,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$139,849
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2013-12-31721202445
2012 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$403,198
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$147,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$132,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$219,687
Value of total assets at end of year2012-12-31$2,193,349
Value of total assets at beginning of year2012-12-31$1,937,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,167
Total interest from all sources2012-12-31$18,707
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$177,316
Participant contributions at end of year2012-12-31$51,684
Participant contributions at beginning of year2012-12-31$43,981
Participant contributions at end of year2012-12-31$2,642
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$255,674
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,193,349
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,937,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,336,935
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,143,961
Interest on participant loans2012-12-31$2,470
Interest earned on other investments2012-12-31$16,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$760,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$711,897
Net investment gain/loss from pooled separate accounts2012-12-31$164,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$42,371
Employer contributions (assets) at end of year2012-12-31$41,466
Employer contributions (assets) at beginning of year2012-12-31$37,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$132,357
Contract administrator fees2012-12-31$15,167
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2012-12-31721202445
2011 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$182,727
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$119,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$104,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$208,406
Value of total assets at end of year2011-12-31$1,937,675
Value of total assets at beginning of year2011-12-31$1,874,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,973
Total interest from all sources2011-12-31$17,719
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$193,768
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$170,916
Participant contributions at end of year2011-12-31$43,981
Participant contributions at beginning of year2011-12-31$59,654
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$62,823
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,937,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,874,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,143,961
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,253,125
Interest on participant loans2011-12-31$2,931
Interest earned on other investments2011-12-31$14,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$711,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$510,490
Net investment gain/loss from pooled separate accounts2011-12-31$-43,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,490
Employer contributions (assets) at end of year2011-12-31$37,836
Employer contributions (assets) at beginning of year2011-12-31$48,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$104,931
Contract administrator fees2011-12-31$14,973
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2011-12-31721202445
2010 : OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$413,813
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$64,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$255,975
Value of total assets at end of year2010-12-31$1,874,852
Value of total assets at beginning of year2010-12-31$1,540,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,039
Total interest from all sources2010-12-31$2,555
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,800,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$207,848
Participant contributions at end of year2010-12-31$59,654
Participant contributions at beginning of year2010-12-31$43,941
Participant contributions at end of year2010-12-31$3,456
Other income not declared elsewhere2010-12-31$-1,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$334,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,874,852
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,540,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,253,125
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,076,105
Interest on participant loans2010-12-31$2,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$510,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$374,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,567
Net investment gain/loss from pooled separate accounts2010-12-31$140,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$48,127
Employer contributions (assets) at end of year2010-12-31$48,127
Employer contributions (assets) at beginning of year2010-12-31$45,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$64,045
Contract administrator fees2010-12-31$15,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN2010-12-31721202445

Form 5500 Responses for OHIO MANAGEMENT, LLC PROFIT SHARING PLAN

2022: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OHIO MANAGEMENT, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OHIO MANAGEMENT, LLC PROFIT SHARING 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 - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,332
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $6,332
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered137
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,614
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $6,614
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered158
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,306
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $7,306
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered231
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,741
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $6,741
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered111
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,196
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $7,196
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered240
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,521
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGIC
Commission paid to Insurance BrokerUSD $7,521
Insurance broker organization code?3
Insurance broker nameHOLSTEIN, CLU ROBERT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered158
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,176
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,176
Insurance broker organization code?3
Insurance broker nameHOLSTEIN, CLU ROBERT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered150
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,537
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,537
Insurance broker organization code?3
Insurance broker nameHOLSTEIN, CLU ROBERT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,542
Insurance broker organization code?3
Insurance broker nameHOLSTEIN, CLU ROBERT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered147
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,949
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,949
Insurance broker organization code?3
Insurance broker nameHOLSTEIN, CLU ROBERT
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered148
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,514
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91648258
Policy instance 1
Insurance contract or identification number91648258
Number of Individuals Covered153
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,871
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,871
Insurance broker organization code?3
Insurance broker nameHOLSTEIN, CLU ROBERT

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