Original filing (PDF)20231128141757NAL0010559472001

STAMBAUGH AUDITORIUM

Name: STAMBAUGH AUDITORIUM — STAMBAUGH AUDITORIUM SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: STAMBAUGH AUDITORIUM

Form 5500-SF

FILING_RECEIVED

STAMBAUGH AUDITORIUM SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAMBAUGH AUDITORIUM.

Plan sponsor

Name

STAMBAUGH AUDITORIUM

EIN

34-6002716

Address

1000 5TH AVENUE · YOUNGSTOWN, OH · 44504

Phone

(330) 747-5175

Industry

Real Estatesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Real Estate plans

RMA MANAGEMENT LLC

RMA MANAGEMENT LLC 401K PLAN

WJA PROPERTIES INC

WJA PROPERTIES INC CHAMBER BENEFIT ARRANGEMENT PLAN

BRIDGEWATER ASSET MANAGEMENT, LLC

BRIDGEWATER ASSET MANAGEMENT, LLC PROFIT SHARING PLAN

GOODMAN JEWELERS INC

GOODMAN JEWELERS INC EMPLOYEE RETIREMENT PLAN

EDGEWATER INDUSTRIAL PARK LLC

EDGEWATER INDUSTRIAL PARK LLC 401(K) PROFIT SHARING PLAN