Original filing (PDF)20250327132814NAL0017363825001

THE BOTNICK LAW FIRM, LLC

Name: THE BOTNICK LAW FIRM, LLC — THE BOTNICK LAW FIRM, LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: THE BOTNICK LAW FIRM, LLC

Form 5500-SF

FILING_RECEIVED

THE BOTNICK LAW FIRM, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$389

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 THE BOTNICK LAW FIRM, LLC.

Plan sponsor

Name

THE BOTNICK LAW FIRM, LLC

EIN

84-3629630

Address

20600 CHAGRIN BLVD · #495 · BEACHWOOD, OH · 44122

Phone

(216) 245-9245

Industry

Law Offices· 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

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 Law Offices plans

ROBERT A COSTANTINO PC

ROBERT A COSTANTINO PC 401(K) PROFIT SHARING PLAN & TRUST

$1K · 2 participants

JENNIFER L VELARDE

JENNIFER L VELARDE 401(K) PROFIT SHARING PLAN & TRUST

$1K · 7 participants

PENA & SOMA, APC

PENA & SOMA, APC 401(K) PLAN

$1K · 3 participants

SAVITT BRUCE & WILLEY LLP

SAVITT BRUCE & WILLEY LLP 401(K) PROFIT SHARING PLAN

$1K

MCNULTY LAW A PROFESSIONAL COR

MCNULTY LAW A PROFESSIONAL CORPORATION