Original filing (PDF)20251229132219NAL0017717409001

BEN SMITH & CO FINANCIAL SERVICES INC

Name: BEN SMITH & CO FINANCIAL SERVICES INC — BEN SMITH & CO FINANCIAL SERVICES INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: BEN SMITH & CO FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

BEN SMITH & CO FINANCIAL SERVICES INC 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 BEN SMITH & CO FINANCIAL SERVICES INC.

Plan sponsor

Name

BEN SMITH & CO FINANCIAL SERVICES INC

EIN

20-2690986

Address

313 EAST 10TH AVENUE · BOWLING GREEN, KY · 42101

Phone

(270) 846-2656

Industry

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

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

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