How big is Philanthropy Ohio's plan?

Philanthropy Ohio's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250527104251NAL0003924307001

Philanthropy Ohio

Name: Philanthropy Ohio — Philanthropy Ohio 401 K Profit, Form 5500 (2024)
Creator: Philanthropy Ohio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philanthropy Ohio 401 K Profit Sharing Plan

401(k) retirement plan · Philanthropy Ohio's Philanthropy Ohio 401 K Profit Sharing Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Claudia Herrold signed Philanthropy Ohio's 2024 Form 5500 as plan administrator.

Claudia Herrold — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Philanthropy Ohio's EIN is 31-1111842.

EIN 31-1111842

Plan number 001

Plan year 2024

ACK ID 20250527104251NAL0003924307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Philanthropy Ohio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Philanthropy Ohio's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILANTHROPY OHIO.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score