Original filing (PDF)20251126140643NAL0004727201001

FRITZ BAUMANN AND SONS INC

Name: FRITZ BAUMANN AND SONS INC — FRITZ BAUMANN AND SONS INC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: FRITZ BAUMANN AND SONS INC

Form 5500-SF

FILING_RECEIVED

FRITZ BAUMANN AND SONS INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

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 FRITZ BAUMANN AND SONS INC.

Plan sponsor

Name

FRITZ BAUMANN AND SONS INC

EIN

31-4360489all filings

Address

1540 EAST GATES ST · COLUMBUS, OH · 43206

Phone

(614) 444-5522

Industry

Plumbing, Heating, AC Contractors· 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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Plumbing, Heating, AC Contractors plans

ADAM PATERNOSTER

$8K · 4 participants

SUNRISE MECHANICAL CONTRACTORS I

$8K · 4 participants

OUTDOOR MAGIC INC

$8K · 3 participants

ABC BUILDERS GROUP CORP

ABC BUILDERS GROUP-401K

$8K · 10 participants

DORADO LINE CONSTRUCTION LLC

DORADO LINE CONSTRUCTION LLC 401K PLAN

$8K · 5 participants

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