· 2022–2024 · DOL EFAST2

Lexington Heart Specialists — Lexington Heart, Form 5500 (2024)

Original filing (PDF)20251229132815NAL0041854514001

Lexington Heart Specialists

Form 5500-SF

FILING_RECEIVED

Lexington Heart Specialists CBS Benefit Plan

Health & welfare plan · Lexington Heart Specialists' Lexington Heart Specialists CBS Benefit Plan held $4K in plan assets for 10 participants in 2024.

Active participants

10

Accounts w/ balance

—

Plan assets (EOY)

$4K

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 LEXINGTON HEART SPECIALISTS.

Plan sponsor

Name

LEXINGTON HEART SPECIALISTS

EIN

42-1631354all filings

Address

1760 NICHOLASVILLE RD · STE 402 · LEXINGTON, KY · 40503

Phone

(859) 278-0383

Industry

Offices of Physicians· Health Care & Social Assistance

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 Offices of Physicians plans

John J. Duque, M. D. Profit Sharing Plan

$4K · 4 participants

Cascade Retina PLLC

Cascade Retina PLLC Retirement Plan

$4K · 2 participants

Cyane Medical Group California PC

Cyane Medical Group California PC 401(k) Plan

$4K · 1 participants

Miracle Medical LLC

Miracle Medical LLC

$4K · 3 participants

BUCH Medical Corp.

BUCH Medical Corp.

$4K · 1 participants

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