Original filing (PDF)20241129074538NAL0008708289001

Robert McCoy

Name: Robert McCoy — Robert McCoy SOCA Benefit Plan, Form 5500 (2023)
Creator: Robert McCoy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert McCoy SOCA Benefit Plan

Health & welfare plan · Robert McCoy's Robert McCoy SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Robert McCoy's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert McCoy's EIN is 46-4882186.

EIN 46-4882186

Plan number 501

Plan year 2023

ACK ID 20241129074538NAL0008708289001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert McCoy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert McCoy's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT MCCOY.

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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.

Plan sponsor

Name

ROBERT MCCOY

EIN

all filings

Address

8445 SALEM UNITY RD · SALEM, OH · 44460

Phone

(234) 567-5412

Industry

Information / Tech / Media

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

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