Original filing (PDF)20251126141216NAL0009524498001

THOMAS AND THOMAS OPHTHAL

Name: THOMAS AND THOMAS OPHTHAL — THOMAS AND THOMAS OPHTHAL SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: THOMAS AND THOMAS OPHTHAL

Form 5500-SF

FILING_RECEIVED

THOMAS AND THOMAS OPHTHAL SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS AND THOMAS OPHTHAL.

Plan sponsor

Name

THOMAS AND THOMAS OPHTHAL

EIN

34-1443815

Address

18660 BAGLEY ROAD BLDG #2 · SUITE 300 · CLEVELAND, OH · 44130

Phone

(330) 421-5924

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

502

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

ASCEND PSYCHOLOGICAL SERVICES

ASCEND PSYCHOLOGICAL SERVICES SOCA BENEFIT PLAN

DRAGONFLY PSYCHOLOGICAL ASSOCIATES LLC

DRAGONFLY PSYCHOLOGICAL ASSOCIATES LLC CBS BENEFIT PLAN

ANGELA M REARICK MD PC

ANGELA M REARICK MD PC CBIN BENEFIT PLAN

PREMIER ANESTHESIA OF SANDUSKY

PREMIER ANESTHESIA OF SANDUSKY OSMA BENEFIT PLAN

CLEARHEALTH STRATEGIES, LLC

CLEARHEALTH STRATEGIES, LLC 401(K) PLAN