Original filing (PDF)20250922155607NAL0012706706001

CUSHNOC GROUP, LLC

Name: CUSHNOC GROUP, LLC — CUSHNOC GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CUSHNOC GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CUSHNOC GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 CUSHNOC GROUP, LLC.

Plan sponsor

Name

CUSHNOC GROUP, LLC

EIN

46-0717718all filings

Address

7127 LUDLUM ROAD · MORROW, OH · 45152

Phone

(513) 543-1858

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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 CPA Offices plans

WELZIEN BOWERS CPA

WELZIEN BOWERS CPA 401(K) PLAN

$268K · 4 participants

ROBERT TRACY CPA & ASSOCIATES

ROBERT TRACY CPA & ASSOCIATES 401(K) P/S PLAN

$267K · 2 participants

JACOBY AND HANDLEY PLLC

JACOBY AND HANDLEY PLLC 401(K) PLAN

$268K · 7 participants

JERRY WASSERMAN

JERRY A. WASSERMAN PROFIT SHARING PLAN

$268K · 5 participants

BRIAN WAGNER

INDEPENDENT TRUSTEE DEFINED BENEFIT PLAN

$267K · 2 participants

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