Original filing (PDF)20250415141910NAL0003426049002

OPPORTUNITY WORKSHOP OF LEXINGTON, INC.

Name: OPPORTUNITY WORKSHOP OF LEXINGTON, INC. — OPPORTUNITY WORKSHOP OF LEXINGTON, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: OPPORTUNITY WORKSHOP OF LEXINGTON, INC.

Form 5500-SF

FILING_RECEIVED

OPPORTUNITY WORKSHOP OF LEXINGTON, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPPORTUNITY WORKSHOP OF LEXINGTON, INC..

Plan sponsor

Name

OPPORTUNITY WORKSHOP OF LEXINGTON, INC.

EIN

61-0593023

Address

650 KENNEDY ROAD · LEXINGTON, KY · 405111819

Phone

(859) 254-0576

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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