· 2022–2024 · DOL EFAST2

The LOU TATE Foundation Inc. — The LOU TATE, Form 5500 (2024)

Original filing (PDF)20260429132114NAL0016795568001

The LOU TATE Foundation Inc.

Form 5500-SF

FILING_RECEIVED

The LOU TATE Foundation Inc. CBS Benefit Plan

Health & welfare plan · The LOU TATE Foundation Inc.'s The LOU TATE Foundation Inc. CBS Benefit Plan held $250 in plan assets for 1 participants in 2024.

Active participants

1

Accounts w/ balance

—

Plan assets (EOY)

$250

Net assets (EOY)

$84

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 THE LOU TATE FOUNDATION INC.

Plan sponsor

Name

THE LOU TATE FOUNDATION INC

EIN

61-0961553all filings

Address

328 KENWOOD HILL RD · LOUISVILLE, KY · 40214

Phone

(502) 367-4692

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-04-29

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 Other Services (ex. Public Admin) plans

Charles L SHOR Foundation

Charles L SHOR Foundation SOCA Benefit Plan

$263 · 4 participants

WIGS for Kids Inc.

WIGS for Kids Inc. SOCA Benefit Plan

$267 · 3 participants

New Hope Church of the Christ

New Hope Church of the Christ 401(k) Plan

$270 · 1 participants

Sleepy Hollow Presbyterian

Sleepy Hollow Presbyterian Church 401(k) Plan

$230 · 5 participants

Bigstuf Ministries

Bigstuf Ministries GCF Benefit Plan

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