Original filing (PDF)20250327132812NAL0012385875001

THE 5 DISCIPLINES, INC

Name: THE 5 DISCIPLINES, INC — THE 5 DISCIPLINES, INC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: THE 5 DISCIPLINES, INC

Form 5500-SF

FILING_RECEIVED

THE 5 DISCIPLINES, INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$322

Net assets (EOY)

$99

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 THE 5 DISCIPLINES, INC.

Plan sponsor

Name

THE 5 DISCIPLINES, INC

EIN

47-3476854all filings

Address

1410 CLEAR SPRINGS CT · DAYTON, OH · 45458

Phone

(512) 557-5779

Industry

Health Care & Social Assistancesee 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

2023-11-01

Tax period

2024-08-31

Filed

2025-03-27

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 Health Care & Social Assistance plans

S&J MED INC

S&J MED INC SOCA BENEFIT PLAN

$325 · 2 participants

WESLEY HOLDINGS LTD

WESLEY HOLDINGS LTD SOCA BENEFIT PLAN

$348 · 3 participants

SCHERBEL CLINIC

SCHERBEL CLINIC MCF BENEFIT PLAN

$361 · 2 participants

JAWORSKI PHYSICAL THERAPY

JAWORSKI PHYSICAL THERAPY CHAMBER BENEFIT ARRANGEMENT PLAN

$280 · 3 participants

MEDICAL WEST PODIATRY LTD

MEDICAL WEST PODIATRY LTD MCF BENEFIT PLAN

$279 · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.