Original filing (PDF)20241021102759NAL0000816003001

ESTATE PRODUCTS, INC.

Name: ESTATE PRODUCTS, INC. — ESTATE PRODUCTS INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: ESTATE PRODUCTS, INC.

Form 5500-SF

FILING_RECEIVED

ESTATE PRODUCTS INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESTATE PRODUCTS, INC..

Plan sponsor

Name

ESTATE PRODUCTS, INC.

EIN

35-1656300

Address

1301 W. KENTUCKY ST · LOUISVILLE, KY · 40210

Phone

(502) 637-1570

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-10-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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