Original filing (PDF)20230801154408NAL0036647570001

The Filson Historical Society, Inc.

Name: The Filson Historical Society, Inc. — The Filson, Form 5500 (2022)
Creator: The Filson Historical Society, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Filson Historical Society, Inc. TDA Plan

403(b) retirement plan · The Filson Historical Society, Inc.'s The Filson Historical Society, Inc. TDA Plan held $509K in plan assets for 16 participants in 2022.

Signals · 1

Late filing · 32.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 32.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FILSON HISTORICAL SOCIETY, INC..

Plan sponsor

Name

THE FILSON HISTORICAL SOCIETY, INC.

EIN

all filings

Address

1310 S 3RD ST · LOUISVILLE, KY · 402082306

Phone

(502) 635-5083

Industry

Arts, Entertainment, Recreation

Plan administrator