Original filing (PDF)20241230093040NAL0027302896001

SWAN FINANCIAL HOME

Name: SWAN FINANCIAL HOME — SWAN FINANCIAL HOME CBS BENEFIT PLAN, Form 5500 (2023)
Creator: SWAN FINANCIAL HOME

Form 5500-SF

FILING_RECEIVED

SWAN FINANCIAL HOME CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWAN FINANCIAL HOME.

Plan sponsor

Name

SWAN FINANCIAL HOME

EIN

03-0529199

Address

320 WHITTINGTON PKWY · LOUISVILLE, KY · 40222

Phone

(502) 753-1360

Industry

Public Administrationsee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-30

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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