Original filing (PDF)20231128141912NAL0016196162001

SBS MANAGEMENT GROUP

Name: SBS MANAGEMENT GROUP — SBS MANAGEMENT GROUP SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: SBS MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

SBS MANAGEMENT GROUP SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 SBS MANAGEMENT GROUP.

Plan sponsor

Name

SBS MANAGEMENT GROUP

EIN

20-3518510

Address

4872 CEMETERY RD · HILLIARD, OH · 43026

Phone

(614) 527-7909

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Admin Support & Waste Mgmt plans

AXIS ELECTRIC LLC

AXIS ELECTRIC LLC 401(K) PROFIT SHARING PLAN & TRUST

LOGICALLY 401(K) PLAN

YORK HOLMES CONSULTING, INC.

YORK HOLMES CONSULTING, INC. 401(K) PLAN

LOWER EAST SIDE FAMILY UNION, INC.

TAX DEFERRED ANNUITY PLAN OF LOWER EAST SIDE FAMILY UNION, INC.