Original filing (PDF)20230731124433NAL0016943089001

THE HARTLEY COMPANY

Name: THE HARTLEY COMPANY — THE HARTLEY COMPANY SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: THE HARTLEY COMPANY

Form 5500-SF

FILING_RECEIVED

THE HARTLEY COMPANY SOCA 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 THE HARTLEY COMPANY.

Plan sponsor

Name

THE HARTLEY COMPANY

EIN

31-4201640

Address

319 WHEELING AVE · CAMBRIDGE, OH · 43725

Phone

(740) 425-4772

Industry

Utilitiessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

502

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

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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