Original filing (PDF)20250729141159NAL0002905329001

JW CIN Inc.

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

Form 5500-SF

FILING_RECEIVED

JW CIN Inc. SOCA Benefit Plan

Health & welfare plan · JW CIN Inc.'s JW CIN Inc. SOCA Benefit Plan held $557 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$557

Net assets (EOY)

$197

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 JW CIN INC.

Plan sponsor

Name

JW CIN INC

EIN

31-1440239all filings

Address

8041 HOSBROOK ROAD · SUITE 416 · CINCINNATI, OH · 45236

Phone

(513) 793-1990

Industry

Finance & Insurance

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 Finance & Insurance plans

Servodyne Solutions LLC

Servodyne Solutions LLC 401(k) Plan

$558 · 2 participants

Synergistic Wealth Solutions, LLC

Synergistic Wealth Solutions, LLC MCF Benefit Plan

$556 · 2 participants

Coyote Financial LLC

Coyote Financial LLC 401(k) Profit Sharing Plan & Trust

$562 · 4 participants

Evermore Financial Services

Evermore Financial Services SOCA Benefit Plan

$562 · 2 participants

Estate and Financial Services LLC

Estate FS Signature Retiree Health Benefit Trust

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