Original filing (PDF)20241230092709NAL0010138899001

ROBERTS LAW OFFICE PLLC

Name: ROBERTS LAW OFFICE PLLC — ROBERTS LAW OFFICE PLLC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: ROBERTS LAW OFFICE PLLC

Form 5500-SF

FILING_RECEIVED

ROBERTS LAW OFFICE PLLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$341

Net assets (EOY)

$85

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 ROBERTS LAW OFFICE PLLC.

Plan sponsor

Name

ROBERTS LAW OFFICE PLLC

EIN

46-1111297all filings

Address

651 PERIMETER DR SUITE 210 · LEXINGTON, KY · 40517

Phone

(859) 231-0202

Industry

Law Offices· Professional & Technical Servicessee all

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

2024-03-01

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 Law Offices plans

PEEBLES HERZOG INC

PEEBLES HERZOG INC SOCA BENEFIT PLAN

$342 · 2 participants

COREHOUSE LLC

COREHOUSE LLC SOCA BENEFIT PLAN

$345 · 2 participants

JAMES OTIS LAW GROUP, LLC

JAMES OTIS LAW GROUP, LLC MCF BENEFIT PLAN

$337 · 3 participants

THOMPSON LEGAL PLC

THOMPSON LEGAL PLC 401(K) PLAN

$336 · 3 participants

EDUARDO X PEREIRA P.A.

EDUARDO X PEREIRA P.A. GHT BENEFIT PLAN

$352 · 2 participants

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