Original filing (PDF)20251126140905NAL0002457427001

MERRICK HOUSE

Name: MERRICK HOUSE — MERRICK HOUSE SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: MERRICK HOUSE

Form 5500-SF

FILING_RECEIVED

MERRICK HOUSE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$24K

Net assets (EOY)

$8K

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 MERRICK HOUSE.

Plan sponsor

Name

MERRICK HOUSE

EIN

34-0714463all filings

Address

1050 STARKWEATHER AVE · CLEVELAND, OH · 44113

Phone

(216) 771-5077

Industry

Health Care & Social Assistancesee 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 Health Care & Social Assistance plans

MT. GRAHAM SAFE HOUSE, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF MT. GRAHAM SAFE HOUSE, INC.

$24K · 10 participants

SERENITY BEHAVIORAL HEALTH SERVICES INC

SERENITY BEHAVIORAL HEALTH SERVICES INC SOCA BENEFIT PLAN

$23K · 16 participants

FISH OF VANCOUVER

FISH OF VANCOUVER 403(B) RETIREMENT PLAN

$24K · 7 participants

FAMILY SERVICE ASSOCIATION OF HOWARD COUNTY

FAMILY SERVICE ASSOCIATION OF HOWARD COUNTY CBIN BENEFIT PLAN

$24K · 13 participants

CLIFF HAGAN B&G CLUB INC

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