Original filing (PDF)20250729140657NAL0007716274001

ABBEY ROAD CHIMNEY SWEEP

Name: ABBEY ROAD CHIMNEY SWEEP — ABBEY ROAD CHIMNEY SWEEP SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: ABBEY ROAD CHIMNEY SWEEP

Form 5500-SF

FILING_RECEIVED

ABBEY ROAD CHIMNEY SWEEP SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$952

Net assets (EOY)

$337

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 ABBEY ROAD CHIMNEY SWEEP.

Plan sponsor

Name

ABBEY ROAD CHIMNEY SWEEP

EIN

31-1705357all filings

Address

411 MARKET STREET · BROOKVILLE, OH · 45309

Phone

(937) 313-8178

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

LOWES CONCRETE LL

LOWES CONCRETE LL MCF BENEFIT PLAN

$953 · 3 participants

MINERAL AREA EXCAVATING

MINERAL AREA EXCAVATING MCF BENEFIT PLAN

$954 · 4 participants

ANTHONY ROOFING

ANTHONY ROOFING CHAMBER BENEFIT ARRANGEMENT PLAN

$950 · 1 participants

H AND S EXCAVATING AND TRUCKING

H AND S EXCAVATING AND TRUCKING SOCA BENEFIT PLAN

$955 · 3 participants

B&T ROOFING LTD

B&T ROOFING LTD SOCA BENEFIT PLAN

$947 · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.