Original filing (PDF)20250729141407NAL0003436289001

Patientsync

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

Form 5500-SF

FILING_RECEIVED

Patientsync SOCA Benefit Plan

Health & welfare plan · Patientsync's Patientsync SOCA Benefit Plan held $2K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$560

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 PATIENTSYNC.

Plan sponsor

Name

PATIENTSYNC

EIN

88-4328079all filings

Address

8044 MONTGOMERY RD STE 510 · CINCINNATI, OH · 45236

Phone

(513) 924-5770

Industry

Professional & Technical Services

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

2024-03-01

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 Professional & Technical Services plans

Insivia Technologies LLC

Insivia Technologies LLC SOCA Benefit Plan

$2K · 6 participants

Hidalga Technologies, LLC

Hidalga Technologies, LLC 401(k) Plan

$2K · 2 participants

Sierra Remote Observatories LLC.

Sierra Remote Observatories LLC 401(k) Profit Sharing Plan

$2K · 2 participants

Delaware Hyperbarics

Delaware Hyperbarics 401(k) Plan

$2K · 5 participants

B&R Homestead LLC

B&R Homestead LLC 401(k) Plan

$2K · 1 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.