Original filing (PDF)20231128141251NAL0004653123001

CARL MAROTZKE

Name: CARL MAROTZKE — CARL MAROTZKE SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: CARL MAROTZKE

Form 5500-SF

FILING_RECEIVED

CARL MAROTZKE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 CARL MAROTZKE.

Plan sponsor

Name

CARL MAROTZKE

EIN

31-1447641all filings

Address

11370 READING RD · SHARONVILLE, OH · 45241

Phone

(513) 563-1604

Industry

Retail Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Retail Trade plans

TOWNER ELECTRONICS INC

TOWNER ELECTRONICS INC MCF BENEFIT PLAN

3R TECHNOLOGY

3R TECHNOLOGY 401(K) PLAN

INTERCONNECTION.ORG

INTERCONNECTION.ORG 401(K) PLAN

EXPRESS MANAGEMENT HOLDINGS

EXPRESS MANAGEMENT 401(K) PLAN

WAVE TECHNOLOGIES INC

WAVE TECHNOLOGIES INC 401(K) PLAN

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