401k Plan data: OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT plan

OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 401k Plan overview

Plan Name	OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT
Plan identification number	002

OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEGAL AID OF SOUTHEAST AND CENTRAL OHIO has sponsored the creation of one or more 401k plans.

Company Name: LEGAL AID OF SOUTHEAST AND CENTRAL OHIO

Employer identification number (EIN): 310718185

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KATHLEEN MCGARVEY 2024-06-04 KATHLEEN MCGARVEY 2024-06-04
002 2022-01-01 KATHLEEN MCGARVEY 2023-09-30 KATHLEEN MCGARVEY 2023-09-30
002 2021-01-01 KATHLEEN MCGARVEY 2022-10-04 KATHLEEN MCGARVEY 2022-10-04
002 2021-01-01 KATHLEEN MCGARVEY 2022-10-04 KATHLEEN MCGARVEY 2022-10-04
002 2020-01-01 KATHLEEN MCGARVEY 2021-10-01
002 2019-01-01 KATHLEEN C MCGARVEY 2020-04-27
002 2018-01-01 KATHLEEN C MCGARVEY 2019-07-09
002 2017-01-01 LYNN DWYER 2018-05-03
002 2016-01-01 LYNN DWYER 2017-06-13
002 2015-01-01 LYNN DWYER 2016-08-31
002 2014-01-01 LYNN DWYER 2015-07-16
002 2013-01-01 LYNN DWYER 2014-08-19
002 2012-01-01 LYNN DWYER 2013-08-14
002 2011-01-01 LYNN DWYER 2012-10-16
002 2010-01-01 LYNN DWYER 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KATHLEEN MCGARVEY	2024-06-04	KATHLEEN MCGARVEY	2024-06-04
002	2022-01-01	KATHLEEN MCGARVEY	2023-09-30	KATHLEEN MCGARVEY	2023-09-30
002	2021-01-01	KATHLEEN MCGARVEY	2022-10-04	KATHLEEN MCGARVEY	2022-10-04
002	2021-01-01	KATHLEEN MCGARVEY	2022-10-04	KATHLEEN MCGARVEY	2022-10-04
002	2020-01-01	KATHLEEN MCGARVEY	2021-10-01
002	2019-01-01	KATHLEEN C MCGARVEY	2020-04-27
002	2018-01-01	KATHLEEN C MCGARVEY	2019-07-09
002	2017-01-01	LYNN DWYER	2018-05-03
002	2016-01-01	LYNN DWYER	2017-06-13
002	2015-01-01	LYNN DWYER	2016-08-31
002	2014-01-01	LYNN DWYER	2015-07-16
002	2013-01-01	LYNN DWYER	2014-08-19
002	2012-01-01	LYNN DWYER	2013-08-14
002	2011-01-01	LYNN DWYER	2012-10-16
002	2010-01-01	LYNN DWYER	2011-10-14

Plan Statistics for OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT

401k plan membership statisitcs for OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT

Measure Date Value
2025: OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 2025 401k membership
Total number of particpants at beginning of year 2025-10-08 26
Total number of particpants at end of year 2025-10-08 29
Number of Participants With Account Balances 2025-10-08 29
2024: OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 2024 401k membership
Total number of particpants at beginning of year 2024-06-04 25
Total number of particpants at end of year 2024-06-04 26
Number of Participants With Account Balances 2024-06-04 26

Measure	Date	Value
2025: OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 2025 401k membership
Total number of particpants at beginning of year	2025-10-08	26
Total number of particpants at end of year	2025-10-08	29
Number of Participants With Account Balances	2025-10-08	29
2024: OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 2024 401k membership
Total number of particpants at beginning of year	2024-06-04	25
Total number of particpants at end of year	2024-06-04	26
Number of Participants With Account Balances	2024-06-04	26

Financial Data on OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT

Measure	Date	Value
2025 : OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-08	5739
Net assets as of the end of the plan year	2025-10-08	3611615
Total assets as of the beginning of the plan year	2025-10-08	2596726
Value of plan covered by a fidelity bond	2025-10-08	500000
Participant contributions to plan in this plan year	2025-10-08	328548
Other contributions to plan in this plan year	2025-10-08	126464
Other income to plan in this plan year	2025-10-08	459494
Plan net income in this plan year	2025-10-08	1014889
Net assets as of the end of the plan year	2025-10-08	3611615
Net assets as of the beginning of the plan year	2025-10-08	2596726
Employer contributions to plan in this plan year	2025-10-08	106122
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-08	972
2024 : OSLSA 403(B) SAVINGS AND PENSION PLAN FOR MANAGEMENT 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-04	53935
Net assets as of the end of the plan year	2024-06-04	2596726
Total assets as of the beginning of the plan year	2024-06-04	2032957
Value of plan covered by a fidelity bond	2024-06-04	500000
Participant contributions to plan in this plan year	2024-06-04	90787
Other income to plan in this plan year	2024-06-04	417419
Plan net income in this plan year	2024-06-04	563769
Net assets as of the end of the plan year	2024-06-04	2596726
Net assets as of the beginning of the plan year	2024-06-04	2032957
Employer contributions to plan in this plan year	2024-06-04	109498
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-04	805

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Company Name:	LEGAL AID OF SOUTHEAST AND CENTRAL OHIO
Employer identification number (EIN):	310718185
NAIC Classification:	541190