Original filing (PDF)20250729141644NAL0004872608001

WOODFORD SATHAPPAN MCGEE

Name: WOODFORD SATHAPPAN MCGEE — WOODFORD SATHAPPAN MCGEE SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: WOODFORD SATHAPPAN MCGEE

Form 5500-SF

FILING_RECEIVED

WOODFORD SATHAPPAN MCGEE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

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 WOODFORD SATHAPPAN MCGEE.

Plan sponsor

Name

WOODFORD SATHAPPAN MCGEE

EIN

86-1840959

Address

575 COPELAND MILL RD STE 1F · WESTERVILLE, OH · 43081

Phone

(440) 292-7741

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

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

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

JOAN M. SWARTZ LLC

JOAN M. SWARTZ LLC MCF BENEFIT PLAN

$3K · 2 participants

SCOTT GLOBAL MIGRATION LAW GROUP

SCOTT GLOBAL MIGRATION LAW GROUP 401(K) PLAN AND TRUST

$3K · 2 participants

LAW OFFICE OF JULIAN J POOTA P

LAW OFFICE OF JULIAN J POOTA P 401(K) PROFIT SHARING PLAN & TRUST

$3K · 2 participants

THE MOORE LAW OFFICE, PLLC

THE MOORE LAW OFFICE, PLLC 401(K) PLAN

$3K · 3 participants

LALAMA IMMIGRATION LAW A PROFESS

LALAMA IMMIGRATION LAW 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.