Original filing (PDF)20251229132650NAL0041844802001

KPERF

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

Form 5500-SF

FILING_RECEIVED

KPERF CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

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 KPERF.

Plan sponsor

Name

KPERF

EIN

31-1012133all filings

Address

96 C MICHAEL DAVENPORT BLVD · FRANKFORT, KY · 40601

Phone

(502) 227-2303

Industry

Other Services (ex. Public Admin)see 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 Other Services (ex. Public Admin) plans

YEW DELL GARDENS

YEW DELL GARDENS CBS BENEFIT PLAN

$7K · 9 participants

MAYYIM HAYYIM LIVING WATERS COMMUNITY MIKVEH AND EDUCATION CENTER, INC

MAYYIM HAYYIM LIVING WATERS COMMUNITY MIKVEH AND PAULA BRODY & FAMILY

$7K · 10 participants

SHEPHERD BIBLE CHURCH

SHEPHERD BIBLE CHURCH 403(B) PLAN

$7K · 6 participants

MASSAPEQUA REFORMED CHURCH

MASSAPEQUA REFORMED CHURCH 401(K) PROFIT SHARING PLAN & TR

$7K · 18 participants

VETERINARIANS WITHOUT BORDERS USA

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