Original filing (PDF)20260216161046NAL0005003632001

BRIAN D VICENTE

Name: BRIAN D VICENTE — BRIAN D VICENTE WELFARE PLAN, Form 5500 (2024)
Creator: BRIAN D VICENTE

Form 5500-SF

FILING_RECEIVED

BRIAN D VICENTE WELFARE PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

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 BRIAN D VICENTE.

Plan sponsor

Name

BRIAN D VICENTE

EIN

35-2235765all filings

Address

414 N ERIE ST · FLOOR 2 · TOLEDO, OH · 43604

Phone

(419) 241-6168

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

NORTHWEST OHIO BUSINESS ALLIANCE HEALTH & WELLNESS TRUST

EIN

88-1977111

City

SYLVANIA, OH

Phone

(419) 882-2135

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

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

ERB LEGAL INVESTMENTS LLC

ERB LEGAL INVESTMENTS LLC MCF BENEFIT PLAN

$3K · 7 participants

OSBORNE FLETCHER

OSBORNE FLETCHER CBS BENEFIT PLAN

$3K · 2 participants

FLEITAS & ARCA PLLC

FLEITAS & ARCA PLLC GHT BENEFIT PLAN

$3K · 3 participants

SCHIAVONE LAW FIRM

SCHIAVONE LAW FIRM SOCA BENEFIT PLAN

$3K · 3 participants

THE LEGACY LAW FIRM

LEGACY LAW FIRM 401(K) PLAN

$3K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.