Original filing (PDF)20250729141121NAL0004851424001

MERIDIAN CAPSTONE

Name: MERIDIAN CAPSTONE — MERIDIAN CAPSTONE SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: MERIDIAN CAPSTONE

Form 5500-SF

FILING_RECEIVED

MERIDIAN CAPSTONE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$869

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERIDIAN CAPSTONE.

Plan sponsor

Name

MERIDIAN CAPSTONE

EIN

26-1511364

Address

7601 PARAGON ROAD SUITE 303 · DAYTON, OH · 45459

Phone

(937) 396-2850

Industry

Finance & Insurancesee 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

2024-04-01

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 Finance & Insurance plans

JUSTIN CAMPBELL INSURANCE AND FINANCIAL SERVICES INC

JUSTIN CAMPBELL INSURANCE AND FINANCIAL SERVICES INC 401(K) PLAN

$2K · 2 participants

BEACH HILL CAPITAL INVESTORS, LLC

BEACH HILL CAPITAL INVESTORS, LLC GHT BENEFIT PLAN

$2K · 2 participants

DELPHI ADVISERS, LLC

DELPHI ADVISERS, LLC 401(K) PLAN

$2K · 2 participants

ACHIEVE PRIVATE WEALTH

ACHIEVE PRIVATE WEALTH MCF BENEFIT PLAN

$2K · 4 participants

K.B.M FINANCIAL LLC

K.B.M FINANCIAL LLC 401K PLAN