Original filing (PDF)20250909112131NAL0012556275001

THE MOTZ CORPORATION

Name: THE MOTZ CORPORATION — THE MOTZ CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: THE MOTZ CORPORATION

Form 5500

FILING_RECEIVED

THE MOTZ CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

115

Accounts w/ balance

139

Plan assets (EOY)

$19.0M

Net assets (EOY)

-$14.1M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

91% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MOTZ CORPORATION.

Plan sponsor

Name

THE MOTZ CORPORATION

EIN

31-1025223

Address

1 MOTZ WAY · CINCINNATI, OH · 45244

Phone

(513) 533-6452

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BARNES DENNING & CO. LTD.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $17.3M(91% of reported assets)

PI						% of plan
	similar entity of Investment Cost Value * The Motz Corporation Common Stock of The Motz Corporation	Common Stock	—	$39.2M	$17.3M	91.1%

1–1 of 1

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