Original filing (PDF)20250327132827NAL0017459921001

THE OTTOVILLE BANK COMPANY

Name: THE OTTOVILLE BANK COMPANY — THE OTTOVILLE BANK COMPANY SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: THE OTTOVILLE BANK COMPANY

Form 5500-SF

FILING_RECEIVED

THE OTTOVILLE BANK COMPANY SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$569

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 THE OTTOVILLE BANK COMPANY.

Plan sponsor

Name

THE OTTOVILLE BANK COMPANY

EIN

34-4323170all filings

Address

161 WEST THIRD STREET · OTTOVILLE, OH · 45876

Phone

(419) 453-3313

Industry

Law Offices· 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

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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 Law Offices plans

LAW OFFICE OF TRAVIS J MCCONNELL

LAW OFFICE OF TRAVIS J MCCONNELL CBIN BENEFIT PLAN

$2K · 4 participants

RHODES LAW FIRM PC

RHODES LAW FIRM PC GCF BENEFIT PLAN

$2K · 3 participants

DAVID J. GORNIK, ATTY AT LAW

GORNIK, DAVID J., ATTY AT LAW 401(K) PLAN

$2K · 1 participants

MARKO LAW PLLC

MARKO LAW 401(K) PLAN

$2K · 13 participants

ONDA LABUHN ERNSBERGER AND BOGGS CO LPA

ONDA LABUHN ERNSBERGER AND BOGGS CO LPA SOCA BENEFIT PLAN

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