Original filing (PDF)20250317100205NAL0001596625004

KENTUCKY SHAKESPEARE, INC.

Name: KENTUCKY SHAKESPEARE, INC. — KENTUCKY SHAKESPEARE FESTIVAL SALARY REDUCTION PLAN, Form 5500 (2023)
Creator: KENTUCKY SHAKESPEARE, INC.

Form 5500-SF

FILING_RECEIVED

KENTUCKY SHAKESPEARE FESTIVAL SALARY REDUCTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 KENTUCKY SHAKESPEARE, INC..

Plan sponsor

Name

KENTUCKY SHAKESPEARE, INC.

EIN

61-6036654

Address

616 MYRTLE ST · LOUISVILLE, KY · 40208

Phone

(502) 574-9900

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-17

Pension benefit codes

2M · 403(b)(7) custodial accounts

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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