Original filing (PDF)20240730090809NAL0043327602001

FLEMING WATSON FINANCIAL ADVISORS

Name: FLEMING WATSON FINANCIAL ADVISORS — FLEMING WATSON FINANCIAL ADVISORS OFB BENEFIT PLAN, Form 5500 (2023)
Creator: FLEMING WATSON FINANCIAL ADVISORS

Form 5500-SF

FILING_RECEIVED

FLEMING WATSON FINANCIAL ADVISORS OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEMING WATSON FINANCIAL ADVISORS.

Plan sponsor

Name

FLEMING WATSON FINANCIAL ADVISORS

EIN

31-1749597

Address

512 THIRD ST · MARIETTA, OH · 45750

Phone

(740) 373-4877

Industry

Finance & Insurancesee all

Plan administrator

Name

DAN RAPP

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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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