How big is Future Plans' plan?

Future Plans' plan reported $4K in assets and 29 participants for 2024.

Original filing (PDF)20250729141101NAL0003426289001

Future Plans

Name: Future Plans — Future Plans SOCA Benefit Plan, Form 5500 (2024)
Creator: Future Plans
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Future Plans SOCA Benefit Plan

Health & welfare plan · Future Plans' Future Plans SOCA Benefit Plan held $4K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Future Plans' 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Future Plans' EIN is 87-4152153.

EIN 87-4152153

Plan number 501

Plan year 2024

ACK ID 20250729141101NAL0003426289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Future Plans from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Future Plans' plan includes health coverage.

Decision-maker contacts

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

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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.

Plan sponsor

Name

FUTURE PLANS

EIN

all filings

Address

1350 EUCLID AVE · CLEVELAND, OH · 44115

Phone

(216) 202-6682

Industry

Other Services (ex. Public Admin)

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

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