Original filing (PDF)20231128140955NAL0016123122001

BWA SOUTH CO INC.

Name: BWA SOUTH CO INC. — BWA SOUTH CO INC. SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: BWA SOUTH CO INC.

Form 5500-SF

FILING_RECEIVED

BWA SOUTH CO INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 BWA SOUTH CO INC..

Plan sponsor

Name

BWA SOUTH CO INC.

EIN

31-1080585

Address

4501 SUTPHEN CT · HILLIARD, OH · 43026

Phone

(614) 876-2477

Industry

Wholesale Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Wholesale Trade plans

ABBOTT INTERFAST LLC

ABBOTT INTERFAST LLC 401K PLAN

AARP, INC. D/B/A JOHNSTONE SUPPLY OF ATLANTA

JOHNSTONE SUPPLY PROFIT SHARING PLAN

WEATHERTECH DISTRIBUTING COMPANY, INC.

WEATHERTECH DISTRIBUTING CO., INC. 401(K) PLAN

MASTER SERVICES LLC DBA AFFORDABLE PLUMBING, ROOTER AND WATER HEATERS

FORUS 401(K)

TROPICOOL HEATING,AIR CONDITIONING&PLUMBING LLC

TROPICOOL HEATING,AIR CONDITIONING&PLUMBING LLC SOCA BENEFIT PLAN