Original filing (PDF)20251126141241NAL0007022480001

VERSATILE AUTOMATION TECH

Name: VERSATILE AUTOMATION TECH — VERSATILE AUTOMATION TECH SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: VERSATILE AUTOMATION TECH

Form 5500-SF

FILING_RECEIVED

VERSATILE AUTOMATION TECH SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

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 VERSATILE AUTOMATION TECH.

Plan sponsor

Name

VERSATILE AUTOMATION TECH

EIN

34-2033691all filings

Address

2853 WESTWAY DR · STE 109 · BRUNSWICK, OH · 44212

Phone

(330) 220-2600

Industry

Manufacturingsee 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 Manufacturing plans

RISE ELEVATOR SERVICES

RISE ELEVATOR SERVICES WHAT BENEFIT PLAN

$18K · 2 participants

MAXIM AUTOMATION INC

MAXIM AUTOMATION INC CBIN BENEFIT PLAN

$17K · 7 participants

GORDON CONTRACTORS BUILDING SUPPLY, INC.

GORDON CONTRACTORS BUILDING SUPPLY, INC. GCF BENEFIT PLAN

$17K · 6 participants

CON-BELT INC

CON-BELT INC CHAMBER BENEFIT ARRANGEMENT PLAN

$18K · 9 participants

SUPPLYLINE LLC

SUPPLYLINE LLC 401(K) PROFIT SHARING PLAN & TRUST

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