Original filing (PDF)20250729140741NAL0007720114001

BECKI TAYLOR INS AND FIN

Name: BECKI TAYLOR INS AND FIN — BECKI TAYLOR INS AND FIN SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BECKI TAYLOR INS AND FIN

Form 5500-SF

FILING_RECEIVED

BECKI TAYLOR INS AND FIN SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$379

Net assets (EOY)

$134

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 BECKI TAYLOR INS AND FIN.

Plan sponsor

Name

BECKI TAYLOR INS AND FIN

EIN

30-0574178all filings

Address

215 E STROOP ROAD · DAYTON, OH · 45429

Phone

(937) 438-3400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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 Insurance Agencies & Brokerages plans

BALANCE AND THRIVE

BALANCE AND THRIVE OFB BENEFIT PLAN

$380 · 1 participants

FIRST RESOURCE INSURANCE GROUP INC

FIRST RESOURCE INSURANCE GROUP INC CBS BENEFIT PLAN

$378 · 2 participants

CARPENTER INS & FIN SERV

CARPENTER INS & FIN SERV SOCA BENEFIT PLAN

$383 · 4 participants

BROKEN ARROW INSURANCE SERVICES LLC

BROKEN ARROW INSURANCE SERVICES LLC 401K PLAN

$386 · 3 participants

COMPREHENSIVE BENEFITS LLC

COMPREHENSIVE BENEFITS LLC MCF BENEFIT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.