Original filing (PDF)20240730141323NAL0013490387001

KLESHINSKI MORRISON MORRIS

Name: KLESHINSKI MORRISON MORRIS — KLESHINSKI MORRISON MORRIS SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: KLESHINSKI MORRISON MORRIS

Form 5500-SF

FILING_RECEIVED

KLESHINSKI MORRISON MORRIS 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 KLESHINSKI MORRISON MORRIS.

Plan sponsor

Name

KLESHINSKI MORRISON MORRIS

EIN

34-1568021all filings

Address

590 LEXINGTON AVE · MANSFIELD, OH · 44907

Phone

(419) 756-3211

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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 Professional & Technical Services plans

ROOKS WALTZ JACKSON AND ESARY CPA

ROOKS WALTZ JACKSON AND ESARY CPA GCF BENEFIT PLAN

PETTIGREW ACCOUNTING SERVICE, INC

PETTIGREW ACCOUNTING SERVICE, INC GCF BENEFIT PLAN

WELENKEN CPAS

WELENKEN CPAS CBS BENEFIT PLAN

MICHAEL W. WHIPPLE, CPA

MICHAEL W. WHIPPLE RETIREMENT PLAN

MARK DENNIS AND CO CPA INC

MARK DENNIS AND CO CPA INC CBIN BENEFIT PLAN

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