Original filing (PDF)20250430094024NAL0001161603001

CHARLES T MITCHELL

Name: CHARLES T MITCHELL — CHARLES T MITCHELL CBS BENEFIT PLAN, Form 5500 (2023)
Creator: CHARLES T MITCHELL

Form 5500-SF

FILING_RECEIVED

CHARLES T MITCHELL CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9K

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 CHARLES T MITCHELL.

Plan sponsor

Name

CHARLES T MITCHELL

EIN

61-0567366all filings

Address

229 W MAIN ST · SUITE 103 · FRANKFORT, KY · 40601

Phone

(502) 227-7395

Industry

Insurance Agencies & Brokerages· 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

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 Insurance Agencies & Brokerages plans

JOSHUA PECK AND ASSOCIATES, LLC

JOSHUA PECK AND ASSOCIATES, LLC 401(K) PLAN

$9K · 4 participants

KERRY TRIGG, STATE FARM AGENT

KERRY TRIGG 401(K) PLAN

$9K · 3 participants

GOLDEN AGENCY LLC

$9K · 12 participants

EXCLUSIVE UNDERWRITING MANAGERS LLC

EXCLUSIVE UNDERWRITING MANAGERS 401(K) PLAN

$9K · 8 participants

NOWLIN INSURANCE AGENCY, LLC

NOWLIN INSURANCE AGENCY, LLC 401(K) PLAN

$9K · 5 participants

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