Original filing (PDF)20251229133008NAL0010228019001

MARSHALLS JEWELERS

Name: MARSHALLS JEWELERS — MARSHALLS JEWELERS CBS BENEFIT PLAN, Form 5500 (2024)
Creator: MARSHALLS JEWELERS

Form 5500-SF

FILING_RECEIVED

MARSHALLS JEWELERS CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

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 MARSHALLS JEWELERS.

Plan sponsor

Name

MARSHALLS JEWELERS

EIN

20-8281415all filings

Address

106 N 3RD ST · BARDSTOWN, KY · 40004

Phone

(502) 348-5723

Industry

Retail Tradesee 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 Retail Trade plans

TIME SERVICE INC

TIME SERVICE INC SOCA BENEFIT PLAN

$14K · 5 participants

VIERK'S FINE JEWELRY

VIERK'S FINE JEWELRY CBIN BENEFIT PLAN

$14K · 7 participants

OTERIS GOLD, LTD

OTERI'S GOLD, LTD - 401K

$15K · 12 participants

OCEAN FRESH FISH LLC

OCEAN FRESH FISH LLC 401K PLAN

$14K · 4 participants

BA GOLD ENTERPRISES INC.

BA GOLD ENTERPRISES INC. 401(K) P/S PLAN

$14K · 7 participants

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