Original filing (PDF)20250327131821NAL0035781954001

BW SUPPLY CO

Name: BW SUPPLY CO — BW SUPPLY CO SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: BW SUPPLY CO

Form 5500-SF

FILING_RECEIVED

BW SUPPLY CO SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$819

Net assets (EOY)

$252

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 BW SUPPLY CO.

Plan sponsor

Name

BW SUPPLY CO

EIN

36-3137214all filings

Address

15048 COUNTY ROAD 10 3 · LYONS, OH · 43533

Phone

(419) 923-1376

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

2023

Plan year begin

2023-12-01

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 Real Estate plans

AMM1 LLC

AMM1 LLC 401K PLAN

$823 · 19 participants

LOIS ANN DISPONETT REAL ESTATE

LOIS ANN DISPONETT REAL ESTATE CBS BENEFIT PLAN

$799 · 2 participants

SOLSHINE SOLAR

SOLSHINE SOLAR SOCA BENEFIT PLAN

$796 · 4 participants

OHIO COMMUNITY HEALTH

OHIO COMMUNITY HEALTH SOCA BENEFIT PLAN

$796 · 11 participants

AMANDA BAKER LLC

AMANDA BAKER LLC 401(K) PROFIT SHARING PLAN & TRUST

$843 · 2 participants

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