Original filing (PDF)20241129074107NAL0018814258001

FOUNTAINHEAD CAPITAL MANAGEMENT

Name: FOUNTAINHEAD CAPITAL MANAGEMENT — FOUNTAINHEAD CAPITAL MANAGEMENT SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: FOUNTAINHEAD CAPITAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

FOUNTAINHEAD CAPITAL MANAGEMENT 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 FOUNTAINHEAD CAPITAL MANAGEMENT.

Plan sponsor

Name

FOUNTAINHEAD CAPITAL MANAGEMENT

EIN

83-1401367

Address

1100 SUPERIOR AVE EAST · #1620 · CLEVELAND, OH · 44114

Phone

(440) 832-9955

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

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

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

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