Original filing (PDF)20250327132908NAL0035558178001

Wave Title Agency

Name: Wave Title Agency — Wave Title Agency SOCA Benefit, Form 5500 (2023)
Creator: Wave Title Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wave Title Agency SOCA Benefit Plan

Health & welfare plan · Wave Title Agency's Wave Title Agency SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Wave Title Agency's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Wave Title Agency's EIN is 20-0601299.

EIN 20-0601299

Plan number 501

Plan year 2023

ACK ID 20250327132908NAL0035558178001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wave Title Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wave Title Agency's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WAVE TITLE AGENCY

EIN

all filings

Address

35 E MARKET STREET · SPRINGBORO, OH · 45066

Phone

(937) 440-3455

Industry

Professional & Technical Services

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Professional & Technical Services plans

CDL Legal, LLC

CDL Legal, LLC Cash Balance Plan

Children's Advocates for Change

Children's Advocates for Change 401(k) Profit Sharing Plan Trust

Ciphers Design Company

SPIN-Off Termination Plan for Ciphers Design Company

Zanaras Reporting & Video, LLC

Zanaras Reporting & Video, LLC 401(k) Profit Sharing Plan

Profuse Tax and Notary Service

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.