Original filing (PDF)20251229132808NAL0010224179001

STEPHENS BEHAVIOR CONSULTING

Name: STEPHENS BEHAVIOR CONSULTING — STEPHENS BEHAVIOR CONSULTING CBS BENEFIT PLAN, Form 5500 (2024)
Creator: STEPHENS BEHAVIOR CONSULTING

Form 5500-SF

FILING_RECEIVED

STEPHENS BEHAVIOR CONSULTING CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

Net assets (EOY)

$3K

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 STEPHENS BEHAVIOR CONSULTING.

Plan sponsor

Name

STEPHENS BEHAVIOR CONSULTING

EIN

27-1757982all filings

Address

998 BROOKS INDUSTRIAL ROAD · SHELBYVILLE, KY · 40065

Phone

(502) 633-1315

Industry

Outpatient Care Centers· Health Care & Social Assistancesee 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 Outpatient Care Centers plans

PROFESSIONAL PSYCHIATRIC

PROFESSIONAL PSYCHIATRIC SOCA BENEFIT PLAN

$9K · 20 participants

RAMJETS SPEEDSHOP LLC

RAMJETS SPEEDSHOP LLC 401(K) PROFIT SHARING PLAN & TRUST

$9K · 3 participants

BLUEGRASS BEHAVIORAL SVC

BLUEGRASS BEHAVIORAL SVC CBS BENEFIT PLAN

$9K · 14 participants

MINDSIGHT BEHAVIORAL GROUP

MINDSIGHT BEHAVIORAL GROUP CBS BENEFIT PLAN

$10K · 13 participants

ADDICTION OUTREACH CLINIC

ADDICTION OUTREACH CLINIC SOCA BENEFIT PLAN

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