Original filing (PDF)20251126140538NAL0009539474001

FRANCIS SCHULZE COMPANY

Name: FRANCIS SCHULZE COMPANY — FRANCIS SCHULZE COMPANY SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: FRANCIS SCHULZE COMPANY

Form 5500-SF

FILING_RECEIVED

FRANCIS SCHULZE COMPANY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$247K

Net assets (EOY)

$85K

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 FRANCIS SCHULZE COMPANY.

Plan sponsor

Name

FRANCIS SCHULZE COMPANY

EIN

31-0706988all filings

Address

3880 RANGELINE RD · RUSSIA, OH · 45363

Phone

(937) 295-3941

Industry

Information / Tech / Mediasee 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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Information / Tech / Media plans

STRING & CAN

STRING & CAN 401(K) PLAN

$246K · 5 participants

JYP USA INC.

JYP USA INC. 401(K) PLAN

$245K · 11 participants

SETAREH LAW APLC

SETAREH LAW APLC PROFIT SHARING PLAN

$250K · 12 participants

LIZOS MUSIC INC

LIZOS MUSIC INC PROFIT SHARING PLAN

$242K · 8 participants

CMDSHFT LLC

CMDSHFT 401K PLAN

$254K · 6 participants

RENUMERATE, INC.

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