Original filing (PDF)20250327131853NAL0035782594001

CHIRO CLE

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

Form 5500-SF

FILING_RECEIVED

CHIRO CLE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$631

Net assets (EOY)

$194

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.

Decision-maker contacts

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

Plan sponsor

Name

CHIRO CLE

EIN

83-3206772

Address

38669 MENTOR AVE · SUITE E · WILLOUGHBY, OH · 44094

Phone

(440) 488-8371

Industry

Offices of Physicians· 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 Offices of Physicians plans

RICARDO NAVARRO, D.O., P.A.

NAVARRO MEDICAL 401(K) PLAN

$628 · 6 participants

PREFERRED FAMILY CARE INC.

PREFERRED FAMILY CARE INC. GHT BENEFIT PLAN

$639 · 5 participants

DR. ESFANDIARI, O.D. APC

DR. ESFANDIARI, O.D. APC 401(K) PLAN

$622 · 2 participants

PANORAMA URGENT CARE FAMILY MEDI

PANORAMA URGENT CARE FAMILY MEDICINE INC 401K PLAN

$643

MATHEW ISHO MD PC

MATHEW ISHO 401K PLAN

$619