Original filing (PDF)20231128141420NAL0007862433001

J.MCLAIN CPA GROUP

Name: J.MCLAIN CPA GROUP — J.MCLAIN CPA GROUP SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: J.MCLAIN CPA GROUP

Form 5500-SF

FILING_RECEIVED

J.MCLAIN CPA GROUP SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 J.MCLAIN CPA GROUP.

Plan sponsor

Name

J.MCLAIN CPA GROUP

EIN

82-3369425

Address

109 W CHESTNUT ST · LANCASTER, OH · 43130

Phone

(740) 215-0300

Industry

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

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 Professional & Technical Services plans

NEPHER INC

KINCAID FORSTHOEFEL CPA'S

KINCAID FORSTHOEFEL CPA'S SOCA BENEFIT PLAN

JAMES S. ARMSTRONG, JR., INC.

JAMES S. ARMSTRONG ASSOCIATES 401K

JACKSON HEWITT TAX SERVICE

JACKSON HEWITT TAX SERVICE 401(K) PLAN

NATIONAL TAX INC

NATIONAL TAX INC GCF BENEFIT PLAN