Original filing (PDF)20240730140732NAL0034430768001

BRETTS TOWING & REPAIR

Name: BRETTS TOWING & REPAIR — BRETTS TOWING & REPAIR SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: BRETTS TOWING & REPAIR

Form 5500-SF

FILING_RECEIVED

BRETTS TOWING & REPAIR SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRETTS TOWING & REPAIR.

Plan sponsor

Name

BRETTS TOWING & REPAIR

EIN

47-3341411

Address

14149 COUNTY ROAD S · NAPOLEON, OH · 43545

Phone

(567) 264-4075

Industry

Transportation & Warehousingsee 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

2023-04-01

Tax period

2023-12-31

Filed

2024-07-30

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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