Original filing (PDF)20241129075433NAL0008722929001

York and Associates

Name: York and Associates — York and Associates SOCA, Form 5500 (2023)
Creator: York and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

York and Associates SOCA Benefit Plan

Health & welfare plan · York and Associates' York and Associates SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed York and Associates' 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

York and Associates' EIN is 31-1737114.

EIN 31-1737114

Plan number 501

Plan year 2023

ACK ID 20241129075433NAL0008722929001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for York and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

York and Associates' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YORK AND ASSOCIATES.

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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.

Plan sponsor

Name

YORK AND ASSOCIATES

EIN

all filings

Address

200 BROADWAY E · GRANVILLE, OH · 43023

Phone

(740) 587-0404

Industry

Professional & Technical Services

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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

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