· 2022–2024 · DOL EFAST2

Brockman and Company — Brockman and Company SOCA, Form 5500 (2024)

Original filing (PDF)20250729140755NAL0002892497001

Brockman and Company

Form 5500-SF

FILING_RECEIVED

Brockman and Company SOCA Benefit Plan

Health & welfare plan · Brockman and Company's Brockman and Company SOCA Benefit Plan held $992 in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$992

Net assets (EOY)

$351

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 BROCKMAN AND COMPANY.

Plan sponsor

Name

BROCKMAN AND COMPANY

EIN

31-1347162all filings

Address

8270 WASHINGTON · VILLAGE DR · DAYTON, OH · 45459

Phone

(937) 436-2727

Industry

Professional & Technical Services

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 Professional & Technical Services plans

Wembo CPA PLLC 401(k) Plan

$986 · 1 participants

Hutson CPAS, LLC

Hutson CPAS, LLC MCF Benefit Plan

$986 · 10 participants

Deanna Ford CPA

Deanna Ford CPA 401(k) Profit Sharing Plan & Trust

Shelton CARR & Associates, Inc.

Shelton CARR & Associates, Inc. GFB Benefit Plan

$1K · 1 participants

Clarytax Plan, Inc.

Clarytax 401(k) Plan

$1K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.