Original filing (PDF)20231227141209NAL0018543810001

Concierge Real Estate

Name: Concierge Real Estate — Concierge Real Estate CBS, Form 5500 (2022)
Creator: Concierge Real Estate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge Real Estate CBS Benefit Plan

Health & welfare plan · Concierge Real Estate's Concierge Real Estate CBS Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 CONCIERGE REAL ESTATE.

Plan sponsor

Name

CONCIERGE REAL ESTATE

DBA

CONCIERGE MORTGAGE

EIN

46-4745150all filings

Address

13011 W HIGHWAY 42 · STE 201 · PROSPECT, KY · 400597161

Phone

(866) 654-5363

Industry

Real Estate

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-27

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

Your Home Our Mission Enterprise

Your Home Our Mission Enterprises LLC

Rrpholdings LLC

Rrpholdings LLC 401(k) Profit Sharing Plan & Trust

WRP Management Corporation

WRP Management Corp. Discretionary Defined Contribution/401(k) Plan

E&C Shagley Real Estate Inc.

E&C Shagley Real Estate 401(k) PLA

Sugar Way, Ltd.

Sugar Way, Ltd. Profit Sharing Plan

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