Original filing (PDF)20241129074204NAL0008691905001

CASA BELLA ORNAMENTAL IRON

Name: CASA BELLA ORNAMENTAL IRON — CASA BELLA ORNAMENTAL IRON SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: CASA BELLA ORNAMENTAL IRON

Form 5500-SF

FILING_RECEIVED

CASA BELLA ORNAMENTAL IRON SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASA BELLA ORNAMENTAL IRON.

Plan sponsor

Name

CASA BELLA ORNAMENTAL IRON

EIN

20-0825601

Address

7529 EAST PIKE · NORWICH, OH · 43767

Phone

(740) 455-3040

Industry

Retail Tradesee all

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

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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 Retail Trade plans

BLVD NUTRITION LLC

BLVD NUTRITION LLC MCF BENEFIT PLAN

MEDICAL MARKETING ECONOMICS, LLC

MEDICAL MARKETING ECONOMICS, LLC 401(K) SAVINGS PLAN

CURADOR, LLC

CURADOR, LLC 401(K) PLAN

$0 · 5 participants

BEST NEST WELLNESS LLC

BEST NEST WELLNESS LLC 401(K) PLAN

DAYTON FIREPLACE SYSTEMS INC.

DAYTON FIREPLACE SYSTEMS INC. SOCA BENEFIT PLAN