Original filing (PDF)20250327131756NAL0009363651001

BOATEFX

Name: BOATEFX — BOATEFX SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: BOATEFX

Form 5500-SF

FILING_RECEIVED

BOATEFX SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$457

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 BOATEFX.

Plan sponsor

Name

BOATEFX

EIN

83-3100460

Address

8103 TOWNSHIP LINE RD · WAYNESVILLE, OH · 45068

Phone

(937) 901-7130

Industry

Health Care & Social Assistancesee 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

Related plans

Similar-size Health Care & Social Assistance plans

ROLANDO SANTIAGO DBA RCFE CARE AND RESPITE HOUSE

ROLANDO SANTIAGO DBA RCFE CARE AND RESPITE HOUSE 401(K) PLAN

$1K · 8 participants

TRI STATE HOSPITALISTS

TRI STATE HOSPITALISTS SOCA BENEFIT PLAN

$1K · 5 participants

JOSIE BS AFFECTIONATE CARE PCA

JOSIE BS AFFECTIONATE CARE PCA 401(K) PROFIT SHARING PLAN & TRUST

$1K · 9 participants

PROSPERA SENIOR CARE LLC

PROSPERA SENIOR CARE LLC 401(K) PLAN

$1K · 43 participants

SOJOURN WELLNESS LLC

SOJOURN WELLNESS LLC 401(K) PLAN