Original filing (PDF)20240730141004NAL0045669458001

JEFFREY A. KEEFER

Name: JEFFREY A. KEEFER — JEFFREY A. KEEFER SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: JEFFREY A. KEEFER

Form 5500-SF

FILING_RECEIVED

JEFFREY A. KEEFER SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 JEFFREY A. KEEFER.

Plan sponsor

Name

JEFFREY A. KEEFER

EIN

30-0165705

Address

15989 COUNTY ROAD 19 2 · FAYETTE, OH · 435219744

Phone

(567) 239-6827

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

2023-01-01

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

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