Original filing (PDF)20240730141616NAL0044086066001

THE MAYERSON COMPANY

Name: THE MAYERSON COMPANY — THE MAYERSON COMPANY SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: THE MAYERSON COMPANY

Form 5500-SF

FILING_RECEIVED

THE MAYERSON COMPANY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 THE MAYERSON COMPANY.

Plan sponsor

Name

THE MAYERSON COMPANY

EIN

31-1125828

Address

312 WALNUT STREET · CINCINNATI, OH · 45202

Phone

(513) 621-7500

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

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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 Real Estate plans

THE PETERSONS, INC.

THE PETERSONS, INC. PROFIT SHARING PLAN

J. KARAM MANAGEMENT, INC.

J. KARAM MGT. 401(K) PLAN

REAL ESTATE LINKS, INC.

REAL ESTATE LINKS, INC. 401(K) PLAN

R.W. HOLMES REALTY CO., INC.

R.W. HOLMES REALTY CO., INC. 401(K) PLAN

KIELIAN & ASSOCIATES

KIELIAN & ASSOCIATES MEDOVA LIFESTYLE HEALTH CARE