Original filing (PDF)20240730140917NAL0031936496001

CHARLES L SHOR FOUNDATION

Name: CHARLES L SHOR FOUNDATION — CHARLES L SHOR FOUNDATION SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: CHARLES L SHOR FOUNDATION

Form 5500-SF

FILING_RECEIVED

CHARLES L SHOR FOUNDATION SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$263

Net assets (EOY)

$77

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 CHARLES L SHOR FOUNDATION.

Plan sponsor

Name

CHARLES L SHOR FOUNDATION

EIN

30-0124473all filings

Address

441 VINE ST SUITE 1300 · CINCINNATI, OH · 45202

Phone

(859) 653-5269

Industry

Other Services (ex. Public Admin)see 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

2023-04-01

Tax period

2023-12-31

Filed

2024-07-30

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 Other Services (ex. Public Admin) plans

DELGADO CONSULTING GROUP

DELGADO CONSULTING GROUP GCF BENEFIT PLAN

$276 · 2 participants

NEWARK MIDLAND THEATRE ASSOCIATION

NEWARK MIDLAND THEATRE ASSOCIATION SOCA BENEFIT PLAN

$283 · 2 participants

AMPLIFY AFRICA INC

AMPLIFY AFRICA INC - 401(K)

$286 · 2 participants

CATALYTIC DEVELOPMENT FUNDING CORP. OF NORTHERN KY

CATALYTIC DEVELOPMENT FUNDING CORP. OF NORTHERN KY CBS BENEFIT PLAN

$233 · 2 participants

ZABAN PARADIES CENTER FOR HOMELESS COUPLES

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