Original filing (PDF)20251126140536NAL0009539090001

BURNS & HASSMAN LLC

Name: BURNS & HASSMAN LLC — BURNS & HASSMAN LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: BURNS & HASSMAN LLC

Form 5500-SF

FILING_RECEIVED

BURNS & HASSMAN LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

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 BURNS & HASSMAN LLC.

Plan sponsor

Name

BURNS & HASSMAN LLC

EIN

81-2812239all filings

Address

2245 GILBERT AVENUE · SUITE 205 · CINCINNATI, OH · 45206

Phone

(513) 321-0900

Industry

Law Offices· Professional & Technical Servicessee 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 Law Offices plans

BUTLER INJURY, PLLC

BUTLER INJURY, PLLC 401(K) PLAN

$8K · 5 participants

JOSE YANEZ

JOSE YANEZ 401(K) PLAN

$8K · 8 participants

FONTE FRIZ-GARCIA IMMIGRATION FIRM, PL

FONTE FRIZ-GARCIA IMMIGRATION FIRM, PL GHT BENEFIT PLAN

$8K · 2 participants

MORRIS FAMILY LAW LLC

MORRIS FAMILY LAW LLC 401(K) PLAN

$8K · 6 participants

METIS LAW GROUP LLP

$8K · 4 participants

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