Original filing (PDF)20231227141456NAL0018479762001

GREENBAUM ASSOCIATES

Name: GREENBAUM ASSOCIATES — GREENBAUM ASSOCIATES CBS BENEFIT PLAN, Form 5500 (2022)
Creator: GREENBAUM ASSOCIATES

Form 5500-SF

FILING_RECEIVED

GREENBAUM ASSOCIATES CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$15K

Net assets (EOY)

$3K

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 GREENBAUM ASSOCIATES.

Plan sponsor

Name

GREENBAUM ASSOCIATES

EIN

61-0668912all filings

Address

994 LONGFIELD AVE · LOUISVILLE, KY · 40215

Phone

(502) 361-8447

Industry

Engineering Services· Professional & Technical Servicessee all

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 Engineering Services plans

ESSAYONS ENGINEERING SERVICES, LLC

ESSAYONS ENGINEERING SERVICES, LLC 401(K) PLAN

$15K · 4 participants

MATRIX ENGINEERING PLLC

MATRIX ENGINEERING PLLC CBS BENEFIT PLAN

$15K · 7 participants

INTEGRITY INTEGRATORS,LLC

INTEGRITY INTEGRATORS,LLC SOCA BENEFIT PLAN

$15K · 3 participants

INTEGRATED COMMUNICATIONS PLANS, LLC

INTEGRATED COMMUNICATIONS PLANS, LLC 401(K) PLAN

$15K · 1 participants

MECHANICAL DATA CORP

MECHANICAL DATA CORP 401(K) PROFIT SHARING PLAN & TRUST

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