Original filing (PDF)20250520091126NAL0001811792001

LYNCH, COX, GILMAN & GOODMAN, PSC.

Name: LYNCH, COX, GILMAN & GOODMAN, PSC. — LYNCH, COX, GILMAN & GOODMAN, P.S.C. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LYNCH, COX, GILMAN & GOODMAN, PSC.

Form 5500-SF

FILING_RECEIVED

LYNCH, COX, GILMAN & GOODMAN, P.S.C. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.1M

Net assets (EOY)

$24.1M

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 LYNCH, COX, GILMAN & GOODMAN, PSC..

Plan sponsor

Name

LYNCH, COX, GILMAN & GOODMAN, PSC.

EIN

61-1111059

Address

500 WEST JEFFERSON STREET · STE 2100 · LOUISVILLE, KY · 40202

Phone

(502) 589-4215

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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