· 2022–2024 · DOL EFAST2

CAROLYN THOMAS THOMPSON INSURANCE — CAROLYN THOMAS THOMPSON INSURANCE CBS BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251229132436NAL0040773634001

CAROLYN THOMAS THOMPSON INSURANCE

Form 5500-SF

FILING_RECEIVED

CAROLYN THOMAS THOMPSON INSURANCE CBS BENEFIT PLAN

Health & welfare plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$153

Net assets (EOY)

$49

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 CAROLYN THOMAS THOMPSON INSURANCE.

Plan sponsor

Name

CAROLYN THOMAS THOMPSON INSURANCE

EIN

20-1812912

Address

1406 NORTH MAIN STREET · WILLIAMSTOWN, KY · 41097

Phone

(859) 824-5054

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-02-01

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 Insurance Agencies & Brokerages plans

MEDICARE ONE STOP INC

MEDICARE ONE STOP INC OFB BENEFIT PLAN

$152 · 6 participants

ORANGE WOOD FLOORING COMPANY

ORANGE WOOD FLOORING COMPANY

$151 · 2 participants

TURNBULL RESOURCE GROUP INC

TURNBULL RESOURCE GROUP INC OFB BENEFIT PLAN

$156 · 2 participants

ONECAP SERVICES LLC

ONECAP SERVICES LLC 401K PLAN

$158 · 28 participants

WALTERS INSURANCE AGENCY INC

WALTERS INSURANCE AGENCY INC GCF BENEFIT PLAN

$148 · 2 participants

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