Original filing (PDF)20250327132707NAL0029218192001

SEO CPA GROUP

Name: SEO CPA GROUP — SEO CPA GROUP SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: SEO CPA GROUP

Form 5500-SF

FILING_RECEIVED

SEO 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 SEO CPA GROUP.

Plan sponsor

Name

SEO CPA GROUP

EIN

83-1639096

Address

3596 MAPLE AVENUE SUITE B · ZANESVILLE, OH · 43701

Phone

(740) 868-1100

Industry

Accommodation & Food Servicessee 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

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

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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