Original filing (PDF)20230731123800NAL0009016131001

GF BAILEY COMPANY INC

Name: GF BAILEY COMPANY INC — GF BAILEY COMPANY INC SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: GF BAILEY COMPANY INC

Form 5500-SF

FILING_RECEIVED

GF BAILEY COMPANY INC 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 GF BAILEY COMPANY INC.

Plan sponsor

Name

GF BAILEY COMPANY INC

EIN

82-4172375all filings

Address

120 W 2ND ST · DAYTON, OH · 45402

Phone

(513) 200-4039

Industry

Finance & Insurancesee 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

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

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 Finance & Insurance plans

BAY STREET CAPITAL HOLDINGS

BAY STREET CAPITAL HOLDINGS 401(K) PLAN

SURFSPRAY CAPITAL, LLC

SURFSPRAY CAPITAL, LLC 401(K) PLAN

HIGH ROAD MANAGEMENT LLC

HIGH ROAD MANAGEMENT LLC 401(K) PLAN

STRATEGIC CAPITAL ADVISERS, INC.

STRATEGIC CAPITAL ADVISERS, INC. 401(K) PLAN

FORCE HILL CAPITAL MANAGEMENT LP

FORCE HILL CAPITAL MANAGEMENT LP 401(K) PROFIT SHARING PLAN

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