How big is The Ohlmann Group's plan?

The Ohlmann Group's plan reported $197K in assets and 17 participants for 2024.

Original filing (PDF)20251126140834NAL0009566530001

The Ohlmann Group

Name: The Ohlmann Group — The Ohlmann Group SOCA Benefit, Form 5500 (2024)
Creator: The Ohlmann Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ohlmann Group SOCA Benefit Plan

Health & welfare plan · The Ohlmann Group's The Ohlmann Group SOCA Benefit Plan held $197K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$197K

Net assets (EOY)

$68K

People on this filing

Matt Appenzeller signed The Ohlmann Group's 2024 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

The Ohlmann Group's EIN is 31-0682270.

EIN 31-0682270

Plan number 501

Plan year 2024

ACK ID 20251126140834NAL0009566530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ohlmann Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ohlmann Group'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 THE OHLMANN GROUP.

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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