How big is OTR Bagelry's plan?

OTR Bagelry's plan reported $322 in assets and 3 participants for 2022.

Original filing (PDF)20230731124519NAL0017044513001

OTR Bagelry

Name: OTR Bagelry — OTR Bagelry SOCA Benefit Plan, Form 5500 (2022)
Creator: OTR Bagelry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTR Bagelry SOCA Benefit Plan

Health & welfare plan · OTR Bagelry's OTR Bagelry SOCA Benefit Plan held $322 in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$322

Net assets (EOY)

$74

People on this filing

Matt Appenzeller signed OTR Bagelry's 2022 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OTR Bagelry's EIN is 30-0976223.

EIN 30-0976223

Plan number 501

Plan year 2022

ACK ID 20230731124519NAL0017044513001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for OTR Bagelry from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

OTR Bagelry's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTR BAGELRY.

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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.

Plan sponsor

Name

OTR BAGELRY

EIN

all filings

Address

1401 WALNUT ST · CINCINNATI, OH · 45202

Phone

(513) 957-0631

Industry

Retail Trade

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

2022-04-01

Tax period

2022-12-31

Filed

2023-07-31

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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