Original filing (PDF)20241129073821NAL0005625283001

BOBCAT OF LIMA, INC.

Name: BOBCAT OF LIMA, INC. — BOBCAT OF LIMA, INC. SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: BOBCAT OF LIMA, INC.

Form 5500-SF

FILING_RECEIVED

BOBCAT OF LIMA, INC. 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 BOBCAT OF LIMA, INC..

Plan sponsor

Name

BOBCAT OF LIMA, INC.

EIN

26-1454802

Address

1368 BOWMAN RD · LIMA, OH · 45804

Phone

(419) 228-5807

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

TRIAD TOOLING, INC.

TRIAD TOOLING, INC. 401(K) PLAN

UNIKEY USA ELECTRONICS LLC

UNIKEY USA ELECTRONICS 401(K) PLAN

MOLBAK'S, LLC

MOLBAK'S, LLC 401(K) LONG TERM INVESTMENT TRUST

ZYLEENVI INCORPORATED

ZYLEENVI INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST

$0 · 10 participants

ALARM CONNECTIONS LLC

ALARM CONNECTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST