Original filing (PDF)20250729141359NAL0002911729001

ZACHARY D. SMITH, LLC

Name: ZACHARY D. SMITH, LLC — ZACHARY D. SMITH, LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: ZACHARY D. SMITH, LLC

Form 5500-SF

FILING_RECEIVED

ZACHARY D. SMITH, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$509

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 ZACHARY D. SMITH, LLC.

Plan sponsor

Name

ZACHARY D. SMITH, LLC

EIN

47-2355099

Address

895 CENTRAL AVE STE 305 · CINCINNATI, OH · 45202

Phone

(513) 275-1164

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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 Law Offices plans

DRAFAHL LAW FIRM LLC

DRAFAHL LAW FIRM LLC MCF BENEFIT PLAN

$1K · 2 participants

SELINA MANAGEMENT FKA LADSON LAW

SELINA MANAGEMENT FKA LADSON LAW GFB BENEFIT PLAN

$1K · 1 participants

MATTHEW A MISHAK LLC

MATTHEW A MISHAK LLC SOCA BENEFIT PLAN

$1K · 6 participants

STATMAN HARRIS LLC

STATMAN HARRIS LLC SOCA BENEFIT PLAN

$1K · 2 participants

HUYSER LAW PC

HUYSER LAW PC 401(K) PROFIT SHARING PLAN & TRUST

$1K · 1 participants

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