Original filing (PDF)20250729140913NAL0007730146001

EXCELSIOR ACCOUNTING SERVICES LLC

Name: EXCELSIOR ACCOUNTING SERVICES LLC — EXCELSIOR ACCOUNTING SERVICES LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: EXCELSIOR ACCOUNTING SERVICES LLC

Form 5500-SF

FILING_RECEIVED

EXCELSIOR ACCOUNTING SERVICES LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$604

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 EXCELSIOR ACCOUNTING SERVICES LLC.

Plan sponsor

Name

EXCELSIOR ACCOUNTING SERVICES LLC

EIN

83-1681712

Address

2724 ERIE AVE · CINCINNATI, OH · 45208

Phone

(513) 900-8801

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

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 Professional & Technical Services plans

GERDING, KORTE & CHITWOOD, CPAS

GERDING, KORTE & CHITWOOD, CPAS MCF BENEFIT PLAN

$2K · 10 participants

AVERITT & ASSOCIATES, INC.

AVERITT & ASSOCIATES, INC. 401(K) PLAN

$2K · 1 participants

BIERMANN STRAATMANN PC

BIERMANN STRAATMANN PC MCF BENEFIT PLAN

$2K · 3 participants

DELONG STANISLAWSKI & CO

DELONG STANISLAWSKI & CO 401(K) PROFIT SHARING PLAN & TRUST

$2K · 2 participants

THE TEN KEY GROUP LLC

THE TEN KEY GROUP LLC CHAMBER BENEFIT ARRANGEMENT PLAN