Original filing (PDF)20250730082143NAL0004352961001

KNIGHT, WAHLE & CHALOTHORN, P.S.C.

Name: KNIGHT, WAHLE & CHALOTHORN, P.S.C. — KNIGHT, WAHLE & CHALOTHORN, P.S.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KNIGHT, WAHLE & CHALOTHORN, P.S.C.

Form 5500-SF

FILING_RECEIVED

KNIGHT, WAHLE & CHALOTHORN, P.S.C. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 KNIGHT, WAHLE & CHALOTHORN, P.S.C..

Plan sponsor

Name

KNIGHT, WAHLE & CHALOTHORN, P.S.C.

EIN

61-0710363

Address

2533 LARKIN ROAD, SUITE 102 · LEXINGTON, KY · 405033278

Phone

(859) 277-6113

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

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