Original filing (PDF)20251126140454NAL0009467762001

AIMSURPLUS, LLC

Name: AIMSURPLUS, LLC — AIMSURPLUS, LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: AIMSURPLUS, LLC

Form 5500-SF

FILING_RECEIVED

AIMSURPLUS, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$84K

Net assets (EOY)

$29K

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 AIMSURPLUS, LLC.

Plan sponsor

Name

AIMSURPLUS, LLC

EIN

82-2442061all filings

Address

225 AMERICAN WAY · MONROE, OH · 45050

Phone

(513) 424-9960

Industry

Wholesale Tradesee 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 Wholesale Trade plans

RACINE AMUSEMENT INC.

RACINE AMUSEMENT INC. CASH BALANCE PENSION PLAN

$84K · 8 participants

EXTREME STEERING, INC.

ESI GRIPS 401(K) PLAN

$84K · 5 participants

K & D EQUESTRIAN PRODUCTS, LLC

K & D EQUESTRIAN SAFE HARBOR 401(K) PLAN

$83K · 11 participants

ENERG WELLNESS

ENERG FITNESS & WELLNESS 401(K) PLAN

$83K · 19 participants

BURROMAX, LLC

BURROMAX LLC 401(K) PLAN

$84K · 3 participants

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