Original filing (PDF)20250729141409NAL0003436417001

RADEBAUGH & COMPANY

Name: RADEBAUGH & COMPANY — RADEBAUGH & COMPANY SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: RADEBAUGH & COMPANY

Form 5500-SF

FILING_RECEIVED

RADEBAUGH & COMPANY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$866

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 RADEBAUGH & COMPANY.

Plan sponsor

Name

RADEBAUGH & COMPANY

EIN

31-1395233all filings

Address

225 S STATE STREET · MARION, OH · 43302

Phone

(740) 382-4243

Industry

CPA Offices· Professional & Technical Servicessee all

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 CPA Offices plans

DUGGAN & DUGGAN, P.C.

DUGGAN & DUGGAN, P.C. 401(K) P/S PLAN

$2K · 2 participants

LAURA THOMAS EA CPA LLC

LAURA THOMAS EA CPA LLC CHAMBER BENEFIT ARRANGEMENT PLAN

$2K · 2 participants

VERDELL ADVISORY

VERDELL ADVISORY 401(K) PLAN

$2K · 2 participants

M&D ACCOUNTING MULTISERVICE ASSO

M&D ACCOUNTING MULTISERVICE, ASSOCIATES LLC - 401K

$3K · 2 participants

AROS CONSULTING LLC

AROS CONSULTING LLC 401(K) PLAN

$2K · 2 participants

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