Original filing (PDF)20251126140648NAL0004820177001

GERTSBURG LICATA CO., LPA

Name: GERTSBURG LICATA CO., LPA — GERTSBURG LICATA CO., LPA SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: GERTSBURG LICATA CO., LPA

Form 5500-SF

FILING_RECEIVED

GERTSBURG LICATA CO., LPA SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$24K

Net assets (EOY)

$8K

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 GERTSBURG LICATA CO., LPA.

Plan sponsor

Name

GERTSBURG LICATA CO., LPA

EIN

86-2678097all filings

Address

600 E GRANGER ROAD · INDEPENDENCE, OH · 44131

Phone

(400) 715-7001

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

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

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

KAREN SCHWEIGERT LLC D/B/A ADDAMS & SCHWEIGERT

KAREN SCHWEIGERT LLC 401(K) PLAN

$24K · 1 participants

LIZZY BUNKER ESQ. PLLC

LIZZY BUNKER ESQ. PLLC 401(K) PLAN

$24K · 2 participants

SANCHEZ GARRISON & ASSOCIATES LL

SANCHEZ GARRISON & ASSOCIATES LLC

$24K · 4 participants

ARWANI LAW FIRM PLLC

ARWANI LAW FIRM PLLC 401(K) PROFIT SHARING PLAN & TRUST

$24K · 4 participants

CRIMINAL DEFENSE HEROES, P.C.

CRIMINAL DEFENSE HEROES, P.C. 401(K) PLAN

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