How big is Safex, Inc.'s plan?

Safex, Inc.'s plan reported $39K in assets and 13 participants for 2024.

Original filing (PDF)20251126141045NAL0009580610001

Safex, Inc.

Name: Safex, Inc. — Safex, Inc. SOCA Benefit Plan, Form 5500 (2024)
Creator: Safex, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safex, Inc. SOCA Benefit Plan

Health & welfare plan · Safex, Inc.'s Safex, Inc. SOCA Benefit Plan held $39K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$39K

Net assets (EOY)

$13K

People on this filing

Matt Appenzeller signed Safex, Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Safex, Inc.'s EIN is 31-1365251.

EIN 31-1365251

Plan number 501

Plan year 2024

ACK ID 20251126141045NAL0009580610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Safex, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Safex, Inc.'s plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

SAFEX, INC.

EIN

all filings

Address

140 N OTTERBEIN AVE · WESTERVILLE, OH · 43081

Phone

(614) 890-0800

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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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

The Voice of Lakewood

The Voice of Lakewood 401(k) Plan

$39K · 60 participants

Bancroft Holding, Inc.

Bancroft Holding, Inc. 401(k) Plan

$39K · 14 participants

Tax Consulting Services LLC

Robinson Accounting & Tax LLC, 401(k) Plan and Trust

$39K · 6 participants

Streamline Connections Consultin

Streamline Connections Consulting Group Inc.

$39K · 342 participants

Red Rocket Social Impact

Red Rocket Social Impact 401(k) Plan

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