Original filing (PDF)20251229132454NAL0025932784001

CONDER & ASSOCIATES, PLLC

Name: CONDER & ASSOCIATES, PLLC — CONDER & ASSOCIATES, PLLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: CONDER & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

CONDER & ASSOCIATES, PLLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

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 CONDER & ASSOCIATES, PLLC.

Plan sponsor

Name

CONDER & ASSOCIATES, PLLC

EIN

20-0579351all filings

Address

6900 HOUSTON RD 22 · FLORENCE, KY · 41042

Phone

(859) 746-1190

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

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

SOUTHERN HERITAGE FINANCIAL GROUP, LLC

SOUTHERN HERITAGE FINANCIAL GROUP 401(K) PLAN

$6K · 5 participants

INCOMAX ACCOUNTING AND TAX SERVICES LLC

INCOMAX ACCOUNTING AND TAX SERVICES 401(K) PLAN

$6K · 2 participants

KEVIN R. DAY, A PROFESSIONAL CORPORATION

KEVIN R. DAY, A PROFESSIONAL 401(K) PLAN

$6K · 5 participants

AGEE BUSINESS SOLUTIONS, LLC

AGEE BUSINESS SOLUTIONS, LLC 401(K) PLAN

$6K · 5 participants

CAPITAL FINANCIAL SERVICES INTER

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