How big is SA Rail, LLC's plan?

SA Rail, LLC's plan reported $9K in assets and 32 participants for 2023.

Original filing (PDF)20250327132650NAL0029217616001

SA Rail, LLC

Name: SA Rail, LLC — SA Rail, LLC SOCA Benefit Plan, Form 5500 (2023)
Creator: SA Rail, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SA Rail, LLC SOCA Benefit Plan

Health & welfare plan · SA Rail, LLC's SA Rail, LLC SOCA Benefit Plan held $9K in plan assets for 32 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed SA Rail, LLC's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SA Rail, LLC's EIN is 83-2365515.

EIN 83-2365515

Plan number 501

Plan year 2023

ACK ID 20250327132650NAL0029217616001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SA Rail, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SA Rail, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SA RAIL, LLC.

Finding similar companies…

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.

Plan sponsor

Name

SA RAIL, LLC

EIN

all filings

Address

2849 WOODS EDGE RD · PERRYSBURG, OH · 43551

Phone

(406) 560-6920

Industry

Finance & Insurance

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

Related plans

Similar-size Finance & Insurance plans

Element Wealth Management, LLC

Element Wealth Managment 401(k) Plan

$9K · 3 participants

JLC COCO Futures LLC

JLC COCO Futures LLC 401(k) Plan

$9K · 5 participants

Resolute Wealth Advisor, Inc.

Resolute Wealth Advisor, Inc. SOCA Benefit Plan

$9K · 5 participants

Fiduciary Wise, LLC FBO on Course Capital, LLC

401(k) Maneuver MEP Fiduciary Wise, LLC

$9K · 2 participants

Ricketts Financial LLC

Ricketts Financial LLC CBS Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.