· 2022–2024 · DOL EFAST2

Kirkpatrick & Company — Kirkpatrick & Company CBS, Form 5500 (2023)

Original filing (PDF)20241230092515NAL0033306642001

Kirkpatrick & Company

Form 5500-SF

FILING_RECEIVED

Kirkpatrick & Company CBS Benefit Plan

Health & welfare plan · Kirkpatrick & Company's Kirkpatrick & Company CBS Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 KIRKPATRICK & COMPANY.

Plan sponsor

Name

KIRKPATRICK & COMPANY

EIN

45-5573456all filings

Address

606 EUCLID AVENUE · NO 1 · LEXINGTON, KY · 40502

Phone

(859) 231-8444

Industry

Real Estate

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

2023-06-01

Tax period

2024-05-31

Filed

2024-12-30

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 Real Estate plans

Jones Realty Group Inc.

Jones Realty Group 401(k) Plan

5IVE Financial, LLC

5IVE Financial, LLC CBS Benefit Plan

Westwind Real Estate

Westwind Real Estate CBS Benefit Plan

MJAM Holdings, LLC

MJAM Holdings, LLC CBWV Benefit Plan

Patriot Communications LLC

Patriot Communications LLC SOCA Benefit Plan

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