Original filing (PDF)20251229132318NAL0010215235001

BOURBON TRAIL RENTALS LLC

Name: BOURBON TRAIL RENTALS LLC — BOURBON TRAIL RENTALS LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: BOURBON TRAIL RENTALS LLC

Form 5500-SF

FILING_RECEIVED

BOURBON TRAIL RENTALS LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$714

Net assets (EOY)

$228

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 BOURBON TRAIL RENTALS LLC.

Plan sponsor

Name

BOURBON TRAIL RENTALS LLC

EIN

83-3035864all filings

Address

9100 FERNDALE ROAD · LOUISVILLE, KY · 40291

Phone

(502) 203-7724

Industry

Constructionsee 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 Construction plans

J WHEATLEY CONSTRUCTION LLC

J WHEATLEY CONSTRUCTION LLC SOCA BENEFIT PLAN

$715 · 3 participants

R & F TILE & MARBLE CO, INC

R & F TILE & MARBLE CO, INC MCF BENEFIT PLAN

$712 · 3 participants

RLB CONSTRUCTION

RLB CONSTRUCTION MCF BENEFIT PLAN

$719 · 2 participants

BUILDERS ZONE

BUILDERS ZONE - 401(K)

$708 · 9 participants

IMAGE IZ BY DESIGN

IMAGE IZ BY DESIGN CHAMBER BENEFIT ARRANGEMENT PLAN

$706 · 1 participants

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