Original filing (PDF)20251229133213NAL0028570096001

WIMSATT MANAGEMENT

Name: WIMSATT MANAGEMENT — WIMSATT MANAGEMENT CBS BENEFIT PLAN, Form 5500 (2024)
Creator: WIMSATT MANAGEMENT

Form 5500-SF

FILING_RECEIVED

WIMSATT MANAGEMENT CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$15K

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 WIMSATT MANAGEMENT.

Plan sponsor

Name

WIMSATT MANAGEMENT

EIN

26-0722322

Address

812 LYNDON LANE · SUITE 207 · LOUISVILLE, KY · 40222

Phone

(502) 495-2151

Industry

Real Estatesee 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 Real Estate plans

JJR PROPERTY SERVICES LLC

JJR PROPERTY SERVICES LLC 401(K) PLAN

$15K · 5 participants

WATCH HILL TOWER ASSOCIATES

WATCH HILL TOWER ASSOCIATES 401(K) PLAN

$15K · 8 participants

EXARIS PROPERTIES, LLC

EXARIS PROPERTIES, LLC MCF BENEFIT PLAN

$15K · 2 participants

OLIVE PARK CONDO

OLIVE PARK CONDOMINIUM 401K PLAN

$16K · 4 participants

LMV PARTNERS LLC

LMV PARTNERS LLC 401K

$16K