Original filing (PDF)20241129074815NAL0003795587001

LOWMAN HEATING AND AIR

Name: LOWMAN HEATING AND AIR — LOWMAN HEATING AND AIR SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: LOWMAN HEATING AND AIR

Form 5500-SF

FILING_RECEIVED

LOWMAN HEATING AND AIR 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 LOWMAN HEATING AND AIR.

Plan sponsor

Name

LOWMAN HEATING AND AIR

EIN

31-1293392

Address

150 PARK AVE · EATON, OH · 45320

Phone

(937) 456-4585

Industry

Public Administrationsee 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

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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

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