Original filing (PDF)20251229132533NAL0017724753001

FAMILY WEALTH GROUP LLC

Name: FAMILY WEALTH GROUP LLC — FAMILY WEALTH GROUP LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: FAMILY WEALTH GROUP LLC

Form 5500-SF

FILING_RECEIVED

FAMILY WEALTH GROUP LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$29K

Net assets (EOY)

$9K

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 FAMILY WEALTH GROUP LLC.

Plan sponsor

Name

FAMILY WEALTH GROUP LLC

EIN

27-4466476all filings

Address

2704 OLD ROSEBUD RD · STE 180 · LEXINGTON, KY · 40509

Phone

(859) 309-0349

Industry

Finance & Insurancesee 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

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