Original filing (PDF)20250430094828NAL0002636672001

YOUNG & WADLINGTON

Name: YOUNG & WADLINGTON — YOUNG & WADLINGTON CBS BENEFIT PLAN, Form 5500 (2023)
Creator: YOUNG & WADLINGTON

Form 5500-SF

FILING_RECEIVED

YOUNG & WADLINGTON CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$590

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 YOUNG & WADLINGTON.

Plan sponsor

Name

YOUNG & WADLINGTON

EIN

46-4187261all filings

Address

444 LEWIS HARGETT CIRCLE · SUITE 240 · LEXINGTON, KY · 40503

Phone

(859) 475-1010

Industry

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

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

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 Professional & Technical Services plans

WELLS AND COMPANY, PSC.

WELLS AND COMPANY, PSC. CBS BENEFIT PLAN

$3K · 4 participants

ONE ADVISORS & ACCOUNTANTS, INC.

ONE ADVISORS & ACCOUNTANTS, INC. 401(K) PLAN

$3K · 4 participants

MILES CPA & ASSOCIATES LLC

MILES CPA & ASSOCIATES LLC MCF BENEFIT PLAN

$3K · 3 participants

SC ASSOCIATES INC

SC ASSOCIATES INC 401K

$3K

CIFW LLC

CIFW LLC MCF BENEFIT PLAN

$3K · 2 participants

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