Original filing (PDF)20251126140814NAL0004827601001

KASA WORKS LLC

Name: KASA WORKS LLC — KASA WORKS LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: KASA WORKS LLC

Form 5500-SF

FILING_RECEIVED

KASA WORKS LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$493

Net assets (EOY)

$169

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KASA WORKS LLC.

Plan sponsor

Name

KASA WORKS LLC

EIN

45-3793541

Address

4143 BRYSON COVE CIRCLE · DUBLIN, OH · 43016

Phone

(614) 937-4722

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

2024

Plan year begin

2024-08-01

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 Professional & Technical Services plans

THE BROSHE GROUP LLC

THE BROSHE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$492 · 2 participants

LANCE HOCUTT & ASSOCIATES

LANCE HOCUTT & ASSOCIATES 401(K) PLAN

$495 · 3 participants

FRESHLIME, INC.

FRESHLIME, INC. 401(K) PLAN

$487

SELAH PROVISIONS LLC

SELAH PROVISIONS LLC 401(K) PLAN

$484 · 4 participants

SHERMANS GLOBAL COMMUNITY ENTREP

SHERMANS GLOBAL COMMUNITY ENTREPRENEUR

$504 · 1 participants