Original filing (PDF)20251229132726NAL0010222627001

J GOH AGENCY LLC

Name: J GOH AGENCY LLC — J GOH AGENCY LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: J GOH AGENCY LLC

Form 5500-SF

FILING_RECEIVED

J GOH AGENCY LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$414

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 J GOH AGENCY LLC.

Plan sponsor

Name

J GOH AGENCY LLC

EIN

40-0011437all filings

Address

193 FRANKFORT ST · VERSAILLES, KY · 40383

Phone

(859) 873-7777

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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 Insurance Agencies & Brokerages plans

IRON PLAN SOLUTIONS GROUP LLC

IRON PLAN SOLUTIONS GROUP LLC - 401K PLAN

$1K · 5 participants

CHELSEY LOPER INSURANCE AGENCY I

CHELSEY LOPER INSURANCE AGENCY INC 401K PLAN

$1K · 10 participants

ANDERSON AND GREEN INSURANCE AGENCY LLC

ANDERSON AND GREEN INSURANCE AGENCY LLC MCF BENEFIT PLAN

$1K · 8 participants

LUEBBERING INSURANCE AGENCY LLC

LUEBBERING INSURANCE AGENCY LLC MCF BENEFIT PLAN

$1K · 7 participants

LML FINANCIAL LLC

LML FINANCIAL 401K

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.