Original filing (PDF)20250430094728NAL0002522928001

THE PETE FOUNDATION

Name: THE PETE FOUNDATION — THE PETE FOUNDATION CBS BENEFIT PLAN, Form 5500 (2023)
Creator: THE PETE FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE PETE FOUNDATION CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$725

Net assets (EOY)

$165

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 THE PETE FOUNDATION.

Plan sponsor

Name

THE PETE FOUNDATION

EIN

81-4667398all filings

Address

2323 LIME KILN LANE · SUITE B · LOUISVILLE, KY · 40222

Phone

(502) 339-5500

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

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 Other Services (ex. Public Admin) plans

TRUE BUDDHA SCHOOL VEIL PARASOL

VEIL PARASOL 401K PLAN

$726 · 1 participants

HANCOCK ECONOMIC DEVELOPMENT COUNCIL

HANCOCK ECONOMIC DEVELOPMENT COUNCIL CBIN BENEFIT PLAN

$728 · 2 participants

SHARON BAPTIST BOARD OF DIRECTORS, INC.

TAX DEFERRED ANNUATY PLAN SPONSORED BY SHARON BAPTIST BOARD OF DIRECTORS, INC

$711

LITHUANIAN HALL ASSOCIATION

LITHUANIAN HALL ASSOCIATION 403(B) PLAN

$710 · 1 participants

GREATER MARYVILLE CHAMBER OF COMMERCE

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