Original filing (PDF)20240716152534NAL0004827536001

CLEAVER & ASSOCIATES, LLC

Name: CLEAVER & ASSOCIATES, LLC — CLEAVER & ASSOCIATES LLC EMPLOYEE GROUP HEALTH PLAN, Form 5500 (2023)
Creator: CLEAVER & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

CLEAVER & ASSOCIATES LLC EMPLOYEE GROUP HEALTH PLAN

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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 CLEAVER & ASSOCIATES, LLC.

Plan sponsor

Name

CLEAVER & ASSOCIATES, LLC

EIN

45-5277107all filings

Address

29331 US HIGHWAY 63 · MACON, MO · 635523717

Phone

(660) 239-4403

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

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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