Original filing (PDF)20251126140631NAL0009546610001

George Roman

Name: George Roman — George Roman SOCA Benefit Plan, Form 5500 (2024)
Creator: George Roman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George Roman SOCA Benefit Plan

Health & welfare plan · George Roman's George Roman SOCA Benefit Plan held $756 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$756

Net assets (EOY)

$259

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 GEORGE ROMAN.

Plan sponsor

Name

GEORGE ROMAN

DBA

GEORGE NATHANIEL ROMAN

EIN

35-2160917all filings

Address

4137 BOARDMAN CANFIELD RD #109 · CANFIELD, OH · 44406

Phone

(330) 286-0455

Industry

Other Services (ex. Public Admin)

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 Other Services (ex. Public Admin) plans

Columbus Roofing Company

Columbus Roofing Company SOCA Benefit Plan

$754 · 3 participants

Forge Leadership Network

Forge Leadership Network SOCA Benefit Plan

$762 · 3 participants

Southern Economic Development Council

Southern Economic Development Council GCF Benefit Plan

$747 · 3 participants

Marketing Artificial Intelligence Institute, LLC

Marketing Artificial Intelligence Institute, LLC OFB Benefit Plan

$775 · 4 participants

The Pete Foundation

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