How big is Boatefx's plan?

Boatefx's plan reported $1K in assets and 6 participants for 2023.

Original filing (PDF)20250327131756NAL0009363651001

Boatefx

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

Form 5500-SF

FILING_RECEIVED

Boatefx SOCA Benefit Plan

Health & welfare plan · Boatefx's Boatefx SOCA Benefit Plan held $1K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$457

People on this filing

Matt Appenzeller signed Boatefx'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

Boatefx's EIN is 83-3100460.

EIN 83-3100460

Plan number 501

Plan year 2023

ACK ID 20250327131756NAL0009363651001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Boatefx'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 BOATEFX.

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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

BOATEFX

EIN

all filings

Address

8103 TOWNSHIP LINE RD · WAYNESVILLE, OH · 45068

Phone

(937) 901-7130

Industry

Health Care & Social Assistance

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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