Original filing (PDF)20251229133126NAL0041874818001

THE SENTERS GROUP

Name: THE SENTERS GROUP — THE SENTERS GROUP CBS BENEFIT PLAN, Form 5500 (2024)
Creator: THE SENTERS GROUP

Form 5500-SF

FILING_RECEIVED

THE SENTERS GROUP CBS BENEFIT PLAN

Health & welfare plan

Active participants

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 THE SENTERS GROUP.

Plan sponsor

Name

THE SENTERS GROUP

EIN

46-1298477all filings

Address

2009 CARTER COURT · VERSAILLES, KY · 40383

Phone

(859) 963-3445

Industry

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 Finance & Insurance plans

IFG ADVISORS LLC

IFG ADVISORS LLC MCF BENEFIT PLAN

$4K · 7 participants

KNIGHT INSURANCE GROUP

KNIGHT INSURANCE GROUP SOCA BENEFIT PLAN

$4K · 26 participants

MONEY CONCEPTS

MONEY CONCEPTS CBS BENEFIT PLAN

$4K · 7 participants

THE SUNSHINE EXPERIENCE LLC

THE SUNSHINE EXPERIENCE LLC 401(K) PLAN

$4K · 1 participants

PANDORA WEALTH, INC.

PANDORA WEALTH, INC. 401(K) PLAN

$4K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.