Original filing (PDF)20231128141009NAL0007839585001

COLUMBUS REALTY SOURCE

Name: COLUMBUS REALTY SOURCE — COLUMBUS REALTY SOURCE SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: COLUMBUS REALTY SOURCE

Form 5500-SF

FILING_RECEIVED

COLUMBUS REALTY SOURCE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 COLUMBUS REALTY SOURCE.

Plan sponsor

Name

COLUMBUS REALTY SOURCE

EIN

52-2110291all filings

Address

3886 N HIGH ST · COLUMBUS, OH · 43214

Phone

(614) 207-7878

Industry

Real Estatesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

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 Real Estate plans

WOLF PROPERTIES, INC.

WOLF PROPERTIES, INC. EMPLOYEES RETIREMENT PLAN

GATEWAY APPRAISAL INC

GATEWAY APPRAISAL INC MCF BENEFIT PLAN

E.C.S.V.

E.C.S.V. 401(K) PLAN

AWG GROUP

AWG GROUP 401(K) RETIREMENT PLAN

BONECUTTER PROPERTIES

BONECUTTER PROPERTIES SOCA BENEFIT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.