Original filing (PDF)20241129074605NAL0003790435001

SOUTHWEST GREENS OF OHIO

Name: SOUTHWEST GREENS OF OHIO — SOUTHWEST GREENS OF OHIO SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: SOUTHWEST GREENS OF OHIO

Form 5500-SF

FILING_RECEIVED

SOUTHWEST GREENS OF OHIO 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 SOUTHWEST GREENS OF OHIO.

Plan sponsor

Name

SOUTHWEST GREENS OF OHIO

EIN

26-3215024

Address

1781 WESTBELT DR · COLUMBUS, OH · 43228

Phone

(614) 761-7888

Industry

Constructionsee 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 Construction plans

TRUGRADE CONSTRUCTION

TRUGRADE CONSTRUCTION 401(K) PLAN

RAPP OPERATIONS OKC LLC

RAPP OPERATIONS OKC LLC 401(K) PLAN

GREEN EARTH ENERGY PHOTOVOLTAIC CORPORATION

GREEN EARTH ENERGY PHOTOVOLTAIC CORPORATION 401(K) PLAN

ACT SERVICES PLLC

ACT SERVICES 401(K) PLAN

K PEL INDUSTRIAL SERVICES, INC.

K PEL INDUSTRIAL SERVICES, INC. 401(K) PLAN