Original filing (PDF)20231128141457NAL0007863953001

MIDWEST PROPERTY TAX ASSOCIATES, LLC

Name: MIDWEST PROPERTY TAX ASSOCIATES, LLC — MIDWEST PROPERTY TAX ASSOCIATES, LLC SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: MIDWEST PROPERTY TAX ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MIDWEST PROPERTY TAX ASSOCIATES, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST PROPERTY TAX ASSOCIATES, LLC.

Plan sponsor

Name

MIDWEST PROPERTY TAX ASSOCIATES, LLC

EIN

31-1675855

Address

744 CARLE AVE · LEWIS CENTER, OH · 43035

Phone

(614) 985-5170

Industry

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

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 Professional & Technical Services plans

NORTHERN FINANCIAL ADVISORS, INC.

NORTHERN FINANCIAL ADVISORS CASH BALANCE PLAN

JOSEPH A RODRIGUEZ

BRENDA J HADLEY CONFIDENTIAL T

BRENDA J HADLEY CONFIDENTIAL T 401(K) PROFIT SHARING PLAN & TRUST

CASTLE HILL BUSINESS SERVICES, INC.

CASTLE HILL BUSINESS SERVICES, INC. 401(K) PROFIT SHARING PLAN

$0 · 14 participants

RH TAX SERVICES INC

RH TAX SERVICES INC 401(K) PLAN