Original filing (PDF)20250430094526NAL0001167027001

ONPOINTE TAX AND ACCOUNTING

Name: ONPOINTE TAX AND ACCOUNTING — ONPOINTE TAX AND ACCOUNTING CBS BENEFIT PLAN, Form 5500 (2023)
Creator: ONPOINTE TAX AND ACCOUNTING

Form 5500-SF

FILING_RECEIVED

ONPOINTE TAX AND ACCOUNTING CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 ONPOINTE TAX AND ACCOUNTING.

Plan sponsor

Name

ONPOINTE TAX AND ACCOUNTING

EIN

83-4323340all filings

Address

401 W MAIN ST · STE 2030 · LOUISVILLE, KY · 40202

Phone

(206) 650-2860

Industry

Professional & Technical Servicessee 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 Professional & Technical Services plans

BETH BYRNE DBA DUNN ACCOUNTING SERVICE

DUNN ACCOUNTING SERVICE 401(K) PLAN

PRO BACK OFFICE, LLC

PRO BACK OFFICE 401(K) PLAN AND TRUST

GREEN IVEY GROUP INC

GREEN IVEY GROUP INC 401(K) P/S PLAN

JB ADVISORY GROUP, LLC

JB ADVISORY GROUP, LLC 401(K) PLAN

JOHN KIP O'KELLEY

QUANTUM CASH BALANCE PLAN

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