Original filing (PDF)20251126141052NAL0009516386001

ZIMMERMAN REALTY, LTD.

Name: ZIMMERMAN REALTY, LTD. — ZIMMERMAN REALTY, LTD. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: ZIMMERMAN REALTY, LTD.

Form 5500-SF

FILING_RECEIVED

ZIMMERMAN REALTY, LTD. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

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 ZIMMERMAN REALTY, LTD..

Plan sponsor

Name

ZIMMERMAN REALTY, LTD.

EIN

34-1287530all filings

Address

143 W CHILLICOTHE AVE · BELLEFONTAINE, OH · 43311

Phone

(937) 935-7154

Industry

Real Estatesee 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 Real Estate plans

LJMC2 GROUP

LJMC2 GROUP 401(K) PLAN

$3K · 7 participants

NAOMI RACE GROUP INC

NAOMI RACE GROUP 401K PLAN

$3K · 4 participants

DAMICO PALOS VERDES REALTY INC

DAMICO PALOS VERDES REALTY INC 401(K) PLAN

$3K · 5 participants

LOEHR INVESTMENTS, INC.

LOEHR INVESTMENTS, INC. MCF BENEFIT PLAN

$3K · 2 participants

BAIRD REAL ESTATE LLC

BAIRD REAL ESTATE LLC MCF BENEFIT PLAN

$3K · 2 participants

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