Original filing (PDF)20251126140825NAL0002530947001

JEFFERSON ER RESCUE DIST

Name: JEFFERSON ER RESCUE DIST — JEFFERSON ER RESCUE DIST SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: JEFFERSON ER RESCUE DIST

Form 5500-SF

FILING_RECEIVED

JEFFERSON ER RESCUE DIST SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 JEFFERSON ER RESCUE DIST.

Plan sponsor

Name

JEFFERSON ER RESCUE DIST

EIN

34-1178258

Address

11 S MARKET ST · JEFFERSON, OH · 44047

Phone

(440) 576-4367

Industry

Transportation & Warehousingsee 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 Transportation & Warehousing plans

REGAL SERVICES INCORPORATED

REGAL SERVICES INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST

AVENTURA WORLDWIDE TRANSPORTATION SERVICE, INC.

AVENTURA WORLDWIDE TRANSPORTATION SERVICE, INC. 401(K) PLAN

RELIANCE GROUP INC

RELIANCE GROUP INC 401K PLAN

COMFORT TRANSPORTATION CORPORATI

COMFORT TRANSPORTATION 401K

1ST ADVANCED EMS

1ST ADVANCED EMS SOCA BENEFIT PLAN