Original filing (PDF)20250416122605NAL0008435264001

NORTHERN KENTUCKY SYMPHONY, INC.

Name: NORTHERN KENTUCKY SYMPHONY, INC. — NORTHERN KENTUCKY SYMPHONY, INC. 403 (B) PLAN, Form 5500 (2023)
Creator: NORTHERN KENTUCKY SYMPHONY, INC.

Form 5500-SF

FILING_RECEIVED

NORTHERN KENTUCKY SYMPHONY, INC. 403 (B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHERN KENTUCKY SYMPHONY, INC..

Plan sponsor

Name

NORTHERN KENTUCKY SYMPHONY, INC.

DBA

KENTUCKY SYMPHONY ORCHESTRA

EIN

31-1190635

Address

PO BOX 72810 · NEWPORT, KY · 410720810

Phone

(859) 431-6216

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-16

Pension benefit codes

2L · 403(b)(1) annuity

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 Arts, Entertainment, Recreation plans

CIVIC LIGHT OPERA ASSOCIATION

CIVIC LIGHT OPERA ASSOCIATION PROFIT SHARING PLAN AND TRUST

$1.4M · 10 participants

VIVID ENTERTAINMENT LLC

THE VIVID ENTERTAINMENT LLC CASH BALANCE PLAN

$1.4M · 8 participants

DANCE INFINITY, INC.

DANCE INFINITY, INC. 401(K) PLAN

$1.5M · 39 participants

WILLIAMSTOWN THEATRE FOUNDATION,

WILLIAMSTOWN THEATRE FESTIVAL DEFINED CONTRIBUTION RETIREMENT PLAN

$1.5M · 9 participants

PRECISION TALENT GROUP, LLC

PRECISION TALENT GROUP 401(K) PLAN