· 2022–2024 · DOL EFAST2

HEALTHSOURCE CHIROPRACTIC, INC. — HEALTHSOURCE CHIROPRACTIC, INC. SOCA BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251126140725NAL0002453075001

HEALTHSOURCE CHIROPRACTIC, INC.

Form 5500-SF

FILING_RECEIVED

HEALTHSOURCE CHIROPRACTIC, INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

14

Accounts w/ balance

—

Plan assets (EOY)

$82K

Net assets (EOY)

$28K

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 HEALTHSOURCE CHIROPRACTIC, INC..

Plan sponsor

Name

HEALTHSOURCE CHIROPRACTIC, INC.

EIN

20-4064616all filings

Address

36901 AMERICAN WAY · AVON, OH · 44011

Phone

(440) 934-5858

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Health Care & Social Assistance plans

BEATTY CHIROPRACTIC, INC.

BEATTY CHIROPRACTIC, INC. 401(K) PLAN

$82K · 3 participants

O'HARA FAMILY CHIROPRACTIC, LTD

O'HARA FAMILY CHIROPRACTIC 401(K) PLAN

$81K · 3 participants

DI MAIO & TORP LLC

DI MAIO & TORP LLC 401(K) PLAN

$82K · 8 participants

RICHARD R. SHAKER, D.C., PA

RICHARD R. SHAKER, D.C., PA 401(K) PLAN

$81K · 1 participants

COLLABORATIVE MEDICAL LLC

COLLABORATIVE MEDICAL LLC RETIREMENT PLAN

$81K · 2 participants

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