Original filing (PDF)20250505115306NAL0005803635001

BUSALD, FUNK, ZEVELY PSC

Name: BUSALD, FUNK, ZEVELY PSC — BUSALD, FUNK, ZEVELY PSC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BUSALD, FUNK, ZEVELY PSC

Form 5500-SF

FILING_RECEIVED

BUSALD, FUNK, ZEVELY PSC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 BUSALD, FUNK, ZEVELY PSC.

Plan sponsor

Name

BUSALD, FUNK, ZEVELY PSC

EIN

61-0902947

Address

226 MAIN STREET · P.O. BOX 6910 · FLORENCE, KY · 410422016

Phone

(859) 371-3600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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