Original filing (PDF)20251126140521NAL0004719601001

BSB PARTNERS CPAS

Name: BSB PARTNERS CPAS — BSB PARTNERS CPAS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BSB PARTNERS CPAS

Form 5500-SF

FILING_RECEIVED

BSB PARTNERS CPAS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20K

Net assets (EOY)

$7K

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 BSB PARTNERS CPAS.

Plan sponsor

Name

BSB PARTNERS CPAS

EIN

26-2890963all filings

Address

6700 BETA DRIVE · SUITE 300 · CLEVELAND, OH · 44143

Phone

(440) 461-6227

Industry

Professional & Technical Servicessee 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 Professional & Technical Services plans

PILOTS INCOME TAX AND BOOKKEEP

PILOTS INCOME TAX & BOOKKEEPIN 401(K) PROFIT SHARING PLAN & TRUST

$20K · 4 participants

PRACTOLYTICS, LLC

PRACTOLYTICS 401(K) PLAN

$20K · 3 participants

BREW CITY ACCOUNTING AND TAX

BREW CITY ACCOUNTING AND TAX 401(K) PLAN

$20K · 2 participants

YOUR BEAN COUNTERS, INC.

YOUR BEAN COUNTERS, INC. 401(K) PLAN

$20K · 2 participants

ALLIANCE BUSINESS PROFESSIONAL

ALLIANCE BUSINESS PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRUST

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