· 2022–2024 · DOL EFAST2

ALPHA FINANCIAL PLANNING, INC — ALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN, Form 5500 (2023)

Original filing (PDF)20240730140626NAL0011899347001

ALPHA FINANCIAL PLANNING, INC

Form 5500-SF

FILING_RECEIVED

ALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$529

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 ALPHA FINANCIAL PLANNING, INC.

Plan sponsor

Name

ALPHA FINANCIAL PLANNING, INC

EIN

47-3961073

Address

6241 RIVERSIDE DR STE 1S · DUBLIN, OH · 43017

Phone

(614) 384-0499

Industry

Finance & Insurancesee 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

2023-01-01

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

Related plans

Similar-size Finance & Insurance plans

FAVOR WEALTH ADVISORS LLC

HBA WEALTH 401(K) PLAN

MAN ON THE MOON, LLC

MAN ON THE MOON, LLC SOCA BENEFIT PLAN

$2K · 2 participants

MCKEE ASSET MANAGEMENT

MCKEE ASSET MANAGEMENT OFB BENEFIT PLAN

$2K · 1 participants

BULL & BEAR LP 401(K) PLAN

$2K · 6 participants

MADIGAN WEALTH MANAGEMENT

MADIGAN WEALTH MANAGEMENT MCF BENEFIT PLAN

$2K · 2 participants

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