Original filing (PDF)20231227141756NAL0010284769001

PLANSTREET INC

Name: PLANSTREET INC — PLANSTREET INC CBS BENEFIT PLAN, Form 5500 (2022)
Creator: PLANSTREET INC

Form 5500-SF

FILING_RECEIVED

PLANSTREET INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 PLANSTREET INC.

Plan sponsor

Name

PLANSTREET INC

EIN

82-3019324

Address

220 LEXINGTON GREEN CIRCLE · STE 110 · LEXINGTON, KY · 40503

Phone

(800) 859-5407

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-12-27

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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