Original filing (PDF)20250430094128NAL0002625872001

ELLIS SCOTT & ASSOCIATES I

Name: ELLIS SCOTT & ASSOCIATES I — ELLIS SCOTT & ASSOCIATES I CBS BENEFIT PLAN, Form 5500 (2023)
Creator: ELLIS SCOTT & ASSOCIATES I

Form 5500-SF

FILING_RECEIVED

ELLIS SCOTT & ASSOCIATES I CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIS SCOTT & ASSOCIATES I.

Plan sponsor

Name

ELLIS SCOTT & ASSOCIATES I

EIN

31-1366998

Address

421 MADISON AVENUE · COVINGTON, KY · 41011

Phone

(513) 576-5445

Industry

Retail Tradesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

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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