Original filing (PDF)20241129074241NAL0019346754001

EB KATZ

Name: EB KATZ — EB KATZ SOCA Benefit Plan, Form 5500 (2023)
Creator: EB KATZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EB KATZ SOCA Benefit Plan

Health & welfare plan · EB KATZ's EB KATZ SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed EB KATZ's 2023 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

EB KATZ's EIN is 34-1782368.

EIN 34-1782368

Plan number 501

Plan year 2023

ACK ID 20241129074241NAL0019346754001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EB KATZ from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EB KATZ'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 EB KATZ.

Finding similar companies…

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

EB KATZ

EIN

all filings

Address

930 E 70TH ST · CLEVELAND, OH · 44103

Phone

(216) 431-6962

Industry

Plumbing, Heating, AC Contractors· Construction

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

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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 Plumbing, Heating, AC Contractors plans

Zaguilan Roofing Service Co

Zaguilan Roofing Service 401(k)

Brothers Mechanical LLC

Brothers Mechanical LLC - 401(k)

Northern Arizona Refrigeration Sales & Service Inc.

Northern Arizona Refrigeration Sales & Service Inc. 401(k) Plan

Los Plomeros

Los Plomeros 401(k) Plan

Structures Unlimited Inc.

Structures Unlimited Inc. 401(k) Plan

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