Original filing (PDF)20251126141027NAL0002459971001

WALDMAN AND COMPANY, CPA'S

Name: WALDMAN AND COMPANY, CPA'S — WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: WALDMAN AND COMPANY, CPA'S

Form 5500-SF

FILING_RECEIVED

WALDMAN AND COMPANY, CPA'S SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$8K

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 WALDMAN AND COMPANY, CPA'S.

Plan sponsor

Name

WALDMAN AND COMPANY, CPA'S

EIN

31-0926187all filings

Address

4500 COOPER RD · CINCINNATI, OH · 45242

Phone

(513) 792-7100

Industry

Professional & Technical Servicessee 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 Professional & Technical Services plans

TRIANGLE ACCOUNTING GEORGIA

TRIANGLE ACCOUNTING GEORGIA RETIREMENT PLAN

$22K · 5 participants

QC ACCOUNTING, LLC

QC ACCOUNTING, LLC 401(K) PLAN

$22K · 6 participants

ABT FINANCIAL CONSULTANTS LLC

ABT FINANCIAL CONSULTANTS 401(K) PLAN

$22K · 6 participants

SILVER PEAKS ACCOUNTING SERVICES, LLC

SILVER PEAKS ACCOUNTING SERVICES 401(K) PLAN

$22K · 2 participants

KELSO, INC.

KELSO 401(K) PLAN

$22K · 4 participants

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