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Original filing (PDF)20241129075157NAL0005651139001
SCHARK
Form 5500-SF
FILING_RECEIVED
SCHARK SOCA BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHARK.
Plan sponsor
Name
SCHARK
DBA
ANDY'S MIRROR AND GLASS
EIN
47-2531211
Address
5618 CENTER HILL AVE · CINCINNATI, OH · 45216
Phone
(513) 242-9250
Industry
Retail Tradesee 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 providersRelated plans
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