Original filing (PDF)20251126141121NAL0009519122001

SOUTHERN OHIO PGA

Name: SOUTHERN OHIO PGA — SOUTHERN OHIO PGA SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: SOUTHERN OHIO PGA

Form 5500-SF

FILING_RECEIVED

SOUTHERN OHIO PGA SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$6K

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 SOUTHERN OHIO PGA.

Plan sponsor

Name

SOUTHERN OHIO PGA

EIN

51-0142575

Address

66 S CENTRAL AVE · FAIRBORN, OH · 45324

Phone

(937) 754-4263

Industry

Admin Support & Waste Mgmtsee 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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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 Admin Support & Waste Mgmt plans

EB HALEM LLC

EB HALEM LLC 401(K) PLAN

$17K · 21 participants

CLASSIC WORLD TRAVEL--BRAELINN

CLASSIC WORLD TRAVEL--BRAELINN 401(K) PROFIT SHARING PLAN & TRUST

$16K · 7 participants

COMPA LOGISTICS INC

COMPA LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST

$18K · 238 participants

MEANT2BE MOVERS

MEANT2BE MOVERS 401(K) PROFIT SHARING PLAN & TRUST

$16K · 5 participants

ANTHELION HELICOPTERS INC.

ANTHELION HELICOPTERS

$16K · 8 participants