Original filing (PDF)20251229132613NAL0010219475001

IPE RESOURCES LLC

Name: IPE RESOURCES LLC — IPE RESOURCES LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: IPE RESOURCES LLC

Form 5500-SF

FILING_RECEIVED

IPE RESOURCES LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

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 IPE RESOURCES LLC.

Plan sponsor

Name

IPE RESOURCES LLC

EIN

81-2977223all filings

Address

523 WELLINGTON WAY, · SUITE 345 · LEXINGTON, KY · 40503

Phone

(513) 323-0531

Industry

Public Administrationsee 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 Public Administration plans

UNIONTOWN FIRE DEPT

UNIONTOWN FIRE DEPT SOCA BENEFIT PLAN

$14K · 6 participants

PORTAGE DEVELOPMENT BOARD

PORTAGE DEVELOPMENT BOARD CHAMBER BENEFIT ARRANGEMENT PLAN

$13K · 1 participants

NORTHEAST AMBULANCE AND FIRE PROTECTION DISTRICT

NORTHEAST AMBULANCE AND FIRE PROTECTION DISTRICT MCF BENEFIT PLAN

$15K · 30 participants

BOWDEN & SON, INC.

BOWDEN & SON, INC. GCF BENEFIT PLAN

$15K · 2 participants

SERVICES BY ME

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