· 2022–2024 · DOL EFAST2

KENTUCKY ASSOCIATION OF REALTORS — KENTUCKY ASSOCIATION OF REALTORS CBS BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251229132905NAL0025949792001

KENTUCKY ASSOCIATION OF REALTORS

Form 5500-SF

FILING_RECEIVED

KENTUCKY ASSOCIATION OF REALTORS CBS BENEFIT PLAN

Health & welfare plan

Active participants

7

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

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 KENTUCKY ASSOCIATION OF REALTORS.

Plan sponsor

Name

KENTUCKY ASSOCIATION OF REALTORS

EIN

61-0466845all filings

Address

2708 OLD ROSEBUD RD · STE 200 · LEXINGTON, KY · 40509

Phone

(859) 263-7377

Industry

Other Services (ex. Public Admin)see 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 Other Services (ex. Public Admin) plans

TALM INTERNATIONAL, INC

TALM INTERNATIONAL, INC

$5K · 2 participants

TEMECULA VALLEY CHAMBER OF COMMERCE

TEMECULA VALLEY CHAMBER OF COMMERCE 401(K) PLAN

$5K · 7 participants

UNITARIAN UNIVERSALIST CH OF AKRON

UNITARIAN UNIVERSALIST CH OF AKRON SOCA BENEFIT PLAN

$5K · 4 participants

FIRST BAPTIST CHURCH OF ENSLEY

FIRST BAPTIST CHURCH OF ENSLEY 401(K) PROFIT SHARING PLAN & TRUST

$5K · 8 participants

FIRST BAPTIST CHURCH OF GUILFORD

FIRST BAPTIST CHURCH OF GUILFORD 401(K)

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