Original filing (PDF)20251126140723NAL0009493122001

MARGARET T KARL

Name: MARGARET T KARL — MARGARET T KARL SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: MARGARET T KARL

Form 5500-SF

FILING_RECEIVED

MARGARET T KARL SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$999

Net assets (EOY)

$342

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 MARGARET T KARL.

Plan sponsor

Name

MARGARET T KARL

EIN

46-2588750all filings

Address

25800 N DEPOT ST #102 · OLMSTED FALLS, OH · 44138

Phone

(330) 284-9264

Industry

Law Offices· 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

2024-05-01

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 Law Offices plans

THE LAW FIRM OF HENRY TANNER LLC

LAW FIRM OF HENRY TANNER LLC 401K

$996 · 3 participants

PEARL LAW OFFICES LLC

PEARL LAW OFFICES LLC CHAMBER BENEFIT ARRANGEMENT PLAN

$1K · 1 participants

TAYLOR IP, P.C.

TAYLOR IP, P.C. CBIN BENEFIT PLAN

$1K · 3 participants

LAW OFFICE OF AMY C WALTERS LLC

LAW OFFICE OF AMY C WALTERS LLC GFB BENEFIT PLAN

$985 · 1 participants

THE LAWN RANGER

THE LAWN RANGER SOCA BENEFIT PLAN

$1K · 4 participants

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