Original filing (PDF)20251229133102NAL0028564256001

SUNERGOS COFFEE

Name: SUNERGOS COFFEE — SUNERGOS COFFEE CBS BENEFIT PLAN, Form 5500 (2024)
Creator: SUNERGOS COFFEE

Form 5500-SF

FILING_RECEIVED

SUNERGOS COFFEE CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

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 SUNERGOS COFFEE.

Plan sponsor

Name

SUNERGOS COFFEE

EIN

61-1454808

Address

306 W WOODLAWN AVE · LOUISVILLE, KY · 40214

Phone

(502) 572-4427

Industry

Accommodation & Food Servicessee 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

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