Original filing (PDF)20231128140918NAL0011335904001

BONNIE KAY BRABSTON

Name: BONNIE KAY BRABSTON — BONNIE KAY BRABSTON SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: BONNIE KAY BRABSTON

Form 5500-SF

FILING_RECEIVED

BONNIE KAY BRABSTON SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 BONNIE KAY BRABSTON.

Plan sponsor

Name

BONNIE KAY BRABSTON

EIN

27-2523197

Address

3340 HACKNEY DRIVE · DAYTON, OH · 45420

Phone

(937) 604-3326

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

2022

Plan year begin

2022-06-01

Tax period

2023-04-30

Filed

2023-11-28

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

PERSONAL FINANCIAL ASSISTANT, LLC

PERSONAL FINANCIAL ASSISTANT, LLC 401(K) PROFIT SHARING PLAN

HULL COMPANY ACCOUNTANTS, INC.

HULL COMPANY ACCOUNTANTS, INC. 401(K) PROFIT SHARING PLAN

COMMON SENSE SOLUTIONS INC.

COMMON SENSE SOLUTIONS INC. GCF BENEFIT PLAN

VICTOR LERRO & COMPANY, P.A.

VICTOR LERRO & CO DEFINED BENEFIT PLAN

CARTICA MANAGEMENT, LLC

CARTICA MANAGEMENT, LLC CASH BALANCE PLAN