How big is Fitmoney CPA's plan?

Fitmoney CPA's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20251229132538NAL0041837890001

Fitmoney CPA

Name: Fitmoney CPA — Fitmoney CPA CBS Benefit Plan, Form 5500 (2024)
Creator: Fitmoney CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitmoney CPA CBS Benefit Plan

Health & welfare plan · Fitmoney CPA's Fitmoney CPA CBS Benefit Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$522

People on this filing

Joseph HSU signed Fitmoney CPA's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fitmoney CPA's EIN is 27-3316003.

EIN 27-3316003

Plan number 501

Plan year 2024

ACK ID 20251229132538NAL0041837890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fitmoney CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fitmoney CPA's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FITMONEY CPA.

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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.

Plan sponsor

Name

FITMONEY CPA

EIN

all filings

Address

1448 GARDINER LANE, · SUITE 202 · LOUISVILLE, KY · 40213

Phone

(502) 454-2755

Industry

Professional & Technical Services

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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