Original filing (PDF)20251229132654NAL0010221155001

DR SHEWMAKER & ASSOCIATES

Name: DR SHEWMAKER & ASSOCIATES — DR SHEWMAKER & ASSOCIATES CBS BENEFIT PLAN, Form 5500 (2024)
Creator: DR SHEWMAKER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DR SHEWMAKER & ASSOCIATES CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$7K

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 DR SHEWMAKER & ASSOCIATES.

Plan sponsor

Name

DR SHEWMAKER & ASSOCIATES

EIN

61-1169814all filings

Address

2174 DIXIE HIGHWAY · FT MITCHELL, KY · 41017

Phone

(859) 341-2566

Industry

Health Care & Social Assistancesee all

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

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

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 Health Care & Social Assistance plans

2020 FAMILY VISION CARE

2020 FAMILY VISION CARE 401K

$21K · 5 participants

RIVER CITY PROPANE, LLC

RIVER CITY PROPANE, LLC GCF BENEFIT PLAN

$21K · 12 participants

FIVE POINTS EYECARE, PLLC

FIVE POINTS EYECARE RETIREMENT PLAN

$21K · 13 participants

ROGGY EYE CLINIC, LLC

ROGGY EYE CLINIC 401(K) PLAN

$21K · 3 participants

100 PERCENT CHIROPRACTIC ATLANTA FOUR, LLC

COLLABORATIVE RETIREMENT TRUST

$21K · 7 participants

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