Original filing (PDF)20251126140739NAL0009559122001

MONREAL COMPANY FH

Name: MONREAL COMPANY FH — MONREAL COMPANY FH SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: MONREAL COMPANY FH

Form 5500-SF

FILING_RECEIVED

MONREAL COMPANY FH SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$677

Net assets (EOY)

$232

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 MONREAL COMPANY FH.

Plan sponsor

Name

MONREAL COMPANY FH

EIN

34-0409370all filings

Address

35400 CURTIS BLVD · EASTLAKE, OH · 44095

Phone

(440) 951-1220

Industry

Other Services (ex. Public Admin)see 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

2024-07-01

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 Other Services (ex. Public Admin) plans

BURNS KISH FUNERAL HOME

BURNS KISH FUNERAL HOME CBIN BENEFIT PLAN

$731 · 2 participants

RANDOLPH FUNERAL HOME & CREMATORIUM

RANDOLPH FUNERAL HOME & CREMATORIUM CBWV BENEFIT PLAN

$742 · 3 participants

CHAPPEL CASKET CO

CHAPPEL CASKET CO MCF BENEFIT PLAN

$612 · 4 participants

GOTTENSTROETER FUNERAL HOME

GOTTENSTROETER FUNERAL HOME MCF BENEFIT PLAN

$528 · 2 participants

COX-NEEDHAM-HUFF FUNERAL SERVI

COX-NEEDHAM-HUFF FUNERAL SERVI 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.