Original filing (PDF)20250327132058NAL0017448385001

FORT RECOVERY INS AGENCY

Name: FORT RECOVERY INS AGENCY — FORT RECOVERY INS AGENCY SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: FORT RECOVERY INS AGENCY

Form 5500-SF

FILING_RECEIVED

FORT RECOVERY INS AGENCY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$542

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 FORT RECOVERY INS AGENCY.

Plan sponsor

Name

FORT RECOVERY INS AGENCY

EIN

34-1272232all filings

Address

P. O. BOX 599 · FORT RECOVERY, OH · 458460599

Phone

(419) 375-4041

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

502

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Insurance Agencies & Brokerages plans

JD INNOVATION INC

JD INNOVATION INC 401(K) PLAN

$2K · 4 participants

JARED BURGESS INSURANCE AGENCY L

JARED BURGESS INSURANCE AGENCY LLC 401(K)

$2K · 6 participants

DENNIS PERKINS AGENCY LLC

DENNIS PERKINS AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 1 participants

WEHLING INSURANCE AGENCY, INC.

WEHLING INSURANCE 401K PLAN

$2K · 4 participants

BRITTANY LOVIO STATE FARM

$2K · 4 participants

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