Original filing (PDF)20241129075244NAL0017295216001

UPSOURCED ACCOUNTING

Name: UPSOURCED ACCOUNTING — UPSOURCED ACCOUNTING SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: UPSOURCED ACCOUNTING

Form 5500-SF

FILING_RECEIVED

UPSOURCED ACCOUNTING 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 UPSOURCED ACCOUNTING.

Plan sponsor

Name

UPSOURCED ACCOUNTING

EIN

45-4393995

Address

21 E 5TH AVE · COLUMBUS, OH · 43201

Phone

(614) 972-7168

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

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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

ACCOUNTING LEGAL & LOGISTICS SOLUTIONS, INC

ACCOUNTING LEGAL & LOGISTICS SOLUTIONS, INC MCF BENEFIT PLAN

ECS BILLING & CONSULTING SOUTH, INC

ECS BILLING & CONSULTING SOUTH, INC. EMPLOYEES SAVINGS PLAN

INNOVATIVE BENEFIT CONSULTANTS, INC.

INNOVATIVE BENEFIT CONSULTANTS, INC. 401(K) PLAN

CRM MANAGEMENT, LLC 401(K) PLAN

MARK DENNIS AND CO CPA INC

MARK DENNIS AND CO CPA INC CBIN BENEFIT PLAN