· 2022–2024 · DOL EFAST2

CARPENTER INS & FIN SERVICES INC — CARPENTER INS & FIN SERVICES INC SOCA BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20250729140926NAL0003422337001

CARPENTER INS & FIN SERVICES INC

Form 5500-SF

FILING_RECEIVED

CARPENTER INS & FIN SERVICES INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

7

Accounts w/ balance

—

Plan assets (EOY)

$938

Net assets (EOY)

$332

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 CARPENTER INS & FIN SERVICES INC.

Plan sponsor

Name

CARPENTER INS & FIN SERVICES INC

EIN

88-1172641all filings

Address

7287 PORTAGE STREET NW · MASSILLON, OH · 44646

Phone

(330) 477-8529

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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 Insurance Agencies & Brokerages plans

FORTITUDE INSURANCE SOLUTIONS, LLC

FORTITUDE INSURANCE SOLUTIONS, LLC GHT BENEFIT PLAN

$938 · 6 participants

ODA INSURANCE AGENCY INC.

ODA INSURANCE AGENCY INC. 401(K) PLAN

$940 · 2 participants

AISSA CHANEL TRIASSI AGENCY IN

AISSA CHANEL TRIASSI AGENCY IN 401(K) PROFIT SHARING PLAN & TRUST

$945 · 3 participants

CANARY INSURANCE INC

CANARY INSURANCE INC SOCA BENEFIT PLAN

$947 · 7 participants

K D LOGAN & COMPANY LLC

K D LOGAN & COMPANY LLC CBS BENEFIT PLAN

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