Original filing (PDF)20241129074921NAL0005644019001

LIONA ENTERPRISES

Name: LIONA ENTERPRISES — LIONA ENTERPRISES SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: LIONA ENTERPRISES

Form 5500-SF

FILING_RECEIVED

LIONA ENTERPRISES 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 LIONA ENTERPRISES.

Plan sponsor

Name

LIONA ENTERPRISES

EIN

47-1351569all filings

Address

1212 SYCAMORE ST · STE 42 · CINCINNATI, OH · 45202

Phone

(513) 399-7953

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

ROHINNI INC.

ROHINNI INC 401(K) PLAN

SYMBIO ROBOTICS INC.

SYMBIO ROBOTICS INC. 401(K) PLAN

MICRO-DATA SYSTEMS, INC.

MICRO-DATA SYSTEMS, INC. 401(K) PLAN

BUSINESS INFORMATION SERVICES INC

BUSINESS INFORMATION SERVICES INC. PROFIT SHARING PLAN

4R SYSTEMS, INC.

4R SYSTEMS, INC. RETIREMENT PLAN

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