Original filing (PDF)20251229133317NAL0018832465001

WALNUT HALL LTD

Name: WALNUT HALL LTD — WALNUT HALL LTD CBS BENEFIT PLAN, Form 5500 (2024)
Creator: WALNUT HALL LTD

Form 5500-SF

FILING_RECEIVED

WALNUT HALL LTD CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

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 WALNUT HALL LTD.

Plan sponsor

Name

WALNUT HALL LTD

EIN

61-1232684

Address

3719 NEWTOWN PIKE · LEXINGTON, KY · 40511

Phone

(859) 254-2776

Industry

Agriculture, Forestry, Fishing, Huntingsee 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 Agriculture, Forestry, Fishing, Hunting plans

STONE FARM

STONE FARM CBS BENEFIT PLAN

$5K · 4 participants

SWAN TRAINING LLC

SWAN TRAINING 401(K) PLAN

KISMET FARM, LLC CBS BENEFIT PLAN

$5K · 1 participants

RISEN EQ HOLDINGS, LLC

RISEN EQ HOLDINGS, LLC 401(K) PLAN

$5K · 7 participants