Original filing (PDF)20260323111739NAL0001256353001

SENECA MEDICAL HOLDINGS, INC.

Name: SENECA MEDICAL HOLDINGS, INC. — SENECA MEDICAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024)
Creator: SENECA MEDICAL HOLDINGS, INC.

Form 5500

FILING_RECEIVED

SENECA MEDICAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Defined-contribution retirement plan

Signals · 4

Late filing · 4.2 mo81% in single holding81% employer stockNo recordkeeper disclosed

Active participants

174

Accounts w/ balance

525

Plan assets (EOY)

$23.7M

Net assets (EOY)

$21.0M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENECA MEDICAL HOLDINGS, INC..

Plan sponsor

Name

SENECA MEDICAL HOLDINGS, INC.

EIN

81-0816640

Address

P.O. BOX 399 · TIFFIN, OH · 448830399

Phone

(419) 447-0222

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-23

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	RALEIGH, NC	NONE	$48K	—
EMPIRE VALUATION	20-0558284	ROCHESTER, NY	NONE	$14K	—
CLIFTONLARSONALLEN LLP	41-0746749	—	NONE	$6K	—

Investments

14 direct securities· $20.0M(84% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Seneca Medical Holdings, Inc. 360,341 Shares of Common Stock	—	—	$13.0M	$16.2M	68.5%
JP Morgan Core Bond Fund Class I	—	—	$1.0M	$910K	3.8%
Dreyfus Institutional Deposit Program I	—	—	$650K	$650K	2.7%
Fidelity Advisor Total Bond Fund	—	—	$616K	$547K	2.3%

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