Original filing (PDF)20250729140856NAL0007728434001

BOB MARSHALL ENTERPRISES

Name: BOB MARSHALL ENTERPRISES — BOB MARSHALL ENTERPRISES SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BOB MARSHALL ENTERPRISES

Form 5500-SF

FILING_RECEIVED

BOB MARSHALL ENTERPRISES SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOB MARSHALL ENTERPRISES.

Plan sponsor

Name

BOB MARSHALL ENTERPRISES

EIN

31-0840049

Address

2190 S HAMILTON RD · COLUMBUS, OH · 43232

Phone

(614) 866-1809

Industry

Real Estatesee 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

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