Original filing (PDF)20240730141004NAL0045669538001

HD DAVIS CPAS

Name: HD DAVIS CPAS — HD DAVIS CPAS SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: HD DAVIS CPAS

Form 5500-SF

FILING_RECEIVED

HD DAVIS CPAS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 HD DAVIS CPAS.

Plan sponsor

Name

HD DAVIS CPAS

EIN

45-2908935

Address

125 CHURCHILL HUBBARD ROAD · YOUNGSTOWN, OH · 44505

Phone

(330) 759-8522

Industry

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

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

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 Professional & Technical Services plans

NORTH EAST MEDICAL BILLING INC.

THE NORTH EAST MEDICAL BILLING INC. 401(K) PROFIT SHARING PLAN

BONNIE KAY BRABSTON

BONNIE KAY BRABSTON SOCA BENEFIT PLAN

SUSTAINABASE

SUSTAINABASE 401(K) PLAN

CULTIVATED STRATEGY, LLC

CULTIVATED STRATEGY 401(K) PLAN

NASHIONAL INDEPENDENT TAX PLANNING PLLC

NASHIONAL INDEPENDENT TAX PLANNING PLLC 401(K) PLAN

$0 · 2 participants