Original filing (PDF)20250729141342NAL0004047952001

VALUE BASED SOLUTIONS

Name: VALUE BASED SOLUTIONS — VALUE BASED SOLUTIONS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: VALUE BASED SOLUTIONS

Form 5500-SF

FILING_RECEIVED

VALUE BASED SOLUTIONS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$2K

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 VALUE BASED SOLUTIONS.

Plan sponsor

Name

VALUE BASED SOLUTIONS

EIN

20-2684473all filings

Address

1651 CROSSINGS PKWY STE B · WESTLAKE, OH · 44145

Phone

(440) 242-7698

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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 Professional & Technical Services plans

ALGEBRA AEC

ALGEBRA AEC SOCA BENEFIT PLAN

$4K · 5 participants

CLARA COPILOT AI

CLARA COPILOT AI 401(K) PLAN

$4K · 2 participants

VA CYBER SOLUTIONS LLC

VA CYBER SOLUTIONS LLC 401(K) PLAN

$4K · 1 participants

DUBLIN AUTOMATION AND CONTROLS LLC

DUBLIN AUTOMATION AND CONTROLS LLC GCF BENEFIT PLAN

$4K · 5 participants

SENSEICS LTD

SENSEICS LTD SOCA BENEFIT PLAN

$4K · 9 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.