Original filing (PDF)20250729141715NAL0002922705001

THE IVAN LAW FIRM

Name: THE IVAN LAW FIRM — THE IVAN LAW FIRM SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: THE IVAN LAW FIRM

Form 5500-SF

FILING_RECEIVED

THE IVAN LAW FIRM SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$401

Net assets (EOY)

$142

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 THE IVAN LAW FIRM.

Plan sponsor

Name

THE IVAN LAW FIRM

EIN

83-1028189all filings

Address

2600 CORPORATE EXCHANGE DRIVE · SUITE 150 · COLUMBUS, OH · 43231

Phone

(614) 906-4826

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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

LAW OFFICE OF RICHARD DEYO

LAW OFFICE OF RICHARD N. DEYO 401(K) PLAN

$401

TURNER REID DUNCAN LOOMER AND PATTON PC

TURNER REID DUNCAN LOOMER AND PATTON PC MCF BENEFIT PLAN

$404 · 11 participants

HRABCAK & COMPANY LPA

HRABCAK & COMPANY LPA SOCA BENEFIT PLAN

$404 · 3 participants

VELEZ LEGAL PRACTICE PLLC

VELEZ LEGAL PRACTICE PLLC 401(K) PLAN

$396 · 1 participants

A MCDONALD LAW OFFICE

A MCDONALD LAW OFFICE 401(K) PLAN

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