· 2022–2024 · DOL EFAST2

H AND S EXCAVATING AND TRUCKING — H AND S EXCAVATING AND TRUCKING SOCA BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20250729141039NAL0001680323001

H AND S EXCAVATING AND TRUCKING

Form 5500-SF

FILING_RECEIVED

H AND S EXCAVATING AND TRUCKING SOCA BENEFIT PLAN

Health & welfare plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$955

Net assets (EOY)

$338

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 H AND S EXCAVATING AND TRUCKING.

Plan sponsor

Name

H AND S EXCAVATING AND TRUCKING

EIN

31-1578411all filings

Address

178 STATE ROUTE 41 · MANCHESTER, OH · 45144

Phone

(937) 549-2141

Industry

Constructionsee 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 Construction plans

MINERAL AREA EXCAVATING

MINERAL AREA EXCAVATING MCF BENEFIT PLAN

$954 · 4 participants

LOWES CONCRETE LL

LOWES CONCRETE LL MCF BENEFIT PLAN

$953 · 3 participants

ABBEY ROAD CHIMNEY SWEEP

ABBEY ROAD CHIMNEY SWEEP SOCA BENEFIT PLAN

$952 · 3 participants

ANTHONY ROOFING

ANTHONY ROOFING CHAMBER BENEFIT ARRANGEMENT PLAN

$950 · 1 participants

TNT CONCRETE LLC

TNT CONCRETE LLC CBS BENEFIT PLAN

$961 · 2 participants

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