Original filing (PDF)20231227141513NAL0013133888001

Liquor Mart

Name: Liquor Mart — Liquor Mart CBS Benefit Plan, Form 5500 (2022)
Creator: Liquor Mart
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liquor Mart CBS Benefit Plan

Health & welfare plan · Liquor Mart's Liquor Mart CBS Benefit Plan held $17K in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$4K

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 LIQUOR MART.

Plan sponsor

Name

LIQUOR MART

EIN

27-3162997all filings

Address

158 JANE TRAIL · DANVILLE, KY · 40422

Phone

(859) 239-9488

Industry

Retail Trade

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-27

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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