Original filing (PDF)20250327131737NAL0035781186001

BAHAN FARMS EXCAVATING

Name: BAHAN FARMS EXCAVATING — BAHAN FARMS EXCAVATING SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: BAHAN FARMS EXCAVATING

Form 5500-SF

FILING_RECEIVED

BAHAN FARMS EXCAVATING SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$137

Net assets (EOY)

$42

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 BAHAN FARMS EXCAVATING.

Plan sponsor

Name

BAHAN FARMS EXCAVATING

EIN

84-4119274

Address

18569 YOAKUM ROAD · MOUNT VICTORY, OH · 43340

Phone

(937) 707-5635

Industry

Real Estatesee 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

2023-11-01

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 Real Estate plans

ROSE FARM RENTALS

ROSE FARM RENTALS SOCA BENEFIT PLAN

$119 · 2 participants

5 STARS DEVELOPMENT GROUP LLC

5 STARS DEVELOPMENT GROUP LLC 401K PLAN

$159 · 1 participants

GROSSMAN CARR PROPERTIES LLC

GROSSMAN CARR PROPERTIES LLC CBS BENEFIT PLAN

$160 · 1 participants

ELEVATE INVESTMENT GROUP LLC

ELEVATE INVESTMENT GROUP LLC MCF BENEFIT PLAN

$100 · 4 participants

GOLDEN GATE PROP RENTALS LLC

GOLDEN GATE PROP RENTALS LLC 401(K) PROFIT SHARING PLAN & TRUST