Original filing (PDF)20251126141216NAL0009524498001

Thomas and Thomas Ophthal

Name: Thomas and Thomas Ophthal — Thomas and Thomas, Form 5500 (2024)
Creator: Thomas and Thomas Ophthal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas and Thomas Ophthal SOCA Benefit Plan

Health & welfare plan · Thomas and Thomas Ophthal's Thomas and Thomas Ophthal SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Thomas and Thomas Ophthal's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas and Thomas Ophthal's EIN is 34-1443815.

EIN 34-1443815

Plan number 502

Plan year 2024

ACK ID 20251126141216NAL0009524498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas and Thomas Ophthal from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas and Thomas Ophthal's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS AND THOMAS OPHTHAL.

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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.

Plan sponsor

Name

THOMAS AND THOMAS OPHTHAL

EIN

all filings

Address

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

Phone

(330) 421-5924

Industry

Health Care & Social Assistance

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

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