Original filing (PDF)20250729141831NAL0007778658001

WILLIAM ALBERT INC

Name: WILLIAM ALBERT INC — WILLIAM ALBERT INC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: WILLIAM ALBERT INC

Form 5500-SF

FILING_RECEIVED

WILLIAM ALBERT INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

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 WILLIAM ALBERT INC.

Plan sponsor

Name

WILLIAM ALBERT INC

EIN

31-0994679

Address

1300 CASSINGHAM HOLLOW DR · COSHOCTON, OH · 43812

Phone

(740) 622-3045

Industry

Constructionsee 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

Related plans

Similar-size Construction plans

IRON HEAD EXTERIORS LLC

IRON HEAD EXTERIORS 401(K) PLAN

$12K · 8 participants

PANEL EXTERIORS, INC

PANEL EXTERIORS, INC 401(K) PLAN

$12K · 8 participants

SYNRG

SYNRG GCF BENEFIT PLAN

$12K · 5 participants

AM CONTRACTING, INC.

AM CONTRACTING 401(K) PLAN

$12K · 1 participants

BURKHEAD OVERHEAD DOORS LLC

$12K · 3 participants