Original filing (PDF)20251126141007NAL0002534691001

UHER AGENCY

Name: UHER AGENCY — UHER AGENCY SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: UHER AGENCY

Form 5500-SF

FILING_RECEIVED

UHER AGENCY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

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 UHER AGENCY.

Plan sponsor

Name

UHER AGENCY

EIN

34-1884660all filings

Address

25 N CANFIELD NILES RD · AUSTINTOWN, OH · 44515

Phone

(330) 797-9500

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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 Insurance Agencies & Brokerages plans

JESSICA STRAUCH INSURANCE AND FI

JESSICA STRAUCH INSURANCE AND FINANCIAL SERVICES, INC 401(K) P

$5K · 6 participants

SHANNON GREENWOOD INSURANCE AGENCY, LLC

SHANNON GREENWOOD INSURANCE AGENCY, LLC 401(K) PLAN

$5K · 3 participants

QUALITY AIR CONDITIONING HEATING

QUALITY AIR CONDITIONING HEATING 401K

$5K · 7 participants

SARA COLANGELO

SARA COLANGELO INSURANCE AGENCY INC. 401(K)

$5K · 7 participants

HOHENSHELL AGENCY LLC

HOHENSHELL AGENCY LLC MCF BENEFIT PLAN

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