Original filing (PDF)20250430094504NAL0001725313001

MT. STERLING CLINIC PLLC

Name: MT. STERLING CLINIC PLLC — MT. STERLING CLINIC PLLC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: MT. STERLING CLINIC PLLC

Form 5500-SF

FILING_RECEIVED

MT. STERLING CLINIC PLLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$1K

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 MT. STERLING CLINIC PLLC.

Plan sponsor

Name

MT. STERLING CLINIC PLLC

EIN

32-0012406all filings

Address

100 STERLING WAY · SUITE 1 · MOUNT STERLING, KY · 40353

Phone

(859) 498-5003

Industry

Health Care & Social Assistancesee 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

Related plans

Similar-size Health Care & Social Assistance plans

SARSHAR DDS INC

SARSHAR DDS 401(K) PLAN

$6K · 4 participants

HABER DERMATOLOGY, INC.

HABER DERMATOLOGY, INC. SOCA BENEFIT PLAN

$6K · 9 participants

GAURANG B.SHAH MD PSC

GAURANG B.SHAH MD PSC CBS BENEFIT PLAN

$6K · 2 participants

DAVID A NOVOTNY MD INC

DAVID A NOVOTNY MD INC SOCA BENEFIT PLAN

$6K · 2 participants

PHARE HEALTH INCORPORATED

PHARE HEALTH INCORPORATED 401(K) PLAN

$6K · 2 participants

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