Original filing (PDF)20251229132612NAL0040782674001

KIMBERLY NICHOLAS DMD PSC

Name: KIMBERLY NICHOLAS DMD PSC — KIMBERLY NICHOLAS DMD PSC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: KIMBERLY NICHOLAS DMD PSC

Form 5500-SF

FILING_RECEIVED

KIMBERLY NICHOLAS DMD PSC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$580

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 KIMBERLY NICHOLAS DMD PSC.

Plan sponsor

Name

KIMBERLY NICHOLAS DMD PSC

EIN

61-1392563all filings

Address

3228 SUMMIT SQUARE PLACE, #250 · LEXINGTON, KY · 40509

Phone

(859) 268-6061

Industry

Offices of Dentists· 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 Offices of Dentists plans

FAIRFIELD ORAL SURGERY, LLC

FAIRFIELD ORAL SURGERY, LLC CASH BALANCE PLAN

$2K · 1 participants

AMANDA MCCAULEY THORNBERRY

AMANDA MCCAULEY THORNBERRY CBS BENEFIT PLAN

$2K · 2 participants

THE BRACE PLACE

THE BRACE PLACE MCF BENEFIT PLAN

$2K · 2 participants

SIGNATURE SMILES LLC

SIGNATURE SMILES LLC SOCA BENEFIT PLAN

$2K · 20 participants

40 30 DENTAL INC

40 30 DENTAL INC 401(K)

$2K · 22 participants

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