· 2022–2024 · DOL EFAST2

Haverstock, Bell and Pitman — Haverstock, Bell and, Form 5500 (2024)

Original filing (PDF)20251229132527NAL0017724305001

Haverstock, Bell and Pitman

Form 5500-SF

FILING_RECEIVED

Haverstock, Bell and Pitman CBS Benefit Plan

Health & welfare plan · Haverstock, Bell and Pitman's Haverstock, Bell and Pitman CBS Benefit Plan held $16K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

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 HAVERSTOCK, BELL AND PITMAN.

Plan sponsor

Name

HAVERSTOCK, BELL AND PITMAN

EIN

61-1289431all filings

Address

211 S. 12TH ST. · MURRAY, KY · 42071

Phone

(270) 753-1694

Industry

Public Administration

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 Public Administration plans

Cedar Hill CPAS and Advisors

Cedar Hill CPAS and Advisors GCF Benefit Plan

$17K · 10 participants

Housing Authority of Wilambrg

Housing Authority of Wilambrg CBS Benefit Plan

$17K · 7 participants

Kahoka, City of Employee Group Health Plan

Table Rock Lake Area Chamber of Commerce

Table Rock Lake Area Chamber of Commerce MCF Benefit Plan

$17K · 5 participants

TEMS Joint Ambulance District

TEMS Joint Ambulance District SOCA Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.