Original filing (PDF)20240730074505NAL0033641696001

JENNIFER H BLACK

Name: JENNIFER H BLACK — JENNIFER H BLACK EXPRESS INDIVIDUAL 401(K) PLAN, Form 5500 (2023)
Creator: JENNIFER H BLACK

Form 5500-SF

FILING_RECEIVED

JENNIFER H BLACK EXPRESS INDIVIDUAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JENNIFER H BLACK.

Plan sponsor

Name

JENNIFER H BLACK

EIN

06-1383159

Address

763 WARDS CORNER ROAD · LOVELAND, OH · 45140

Phone

(513) 677-1209

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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