How big is Thesis LLC's plan?

Thesis LLC's plan reported $894 in assets and 9 participants for 2023.

Original filing (PDF)20240429101828NAL0020737490001

Thesis LLC

Name: Thesis LLC — Thesis LLC CBS Benefit Plan, Form 5500 (2023)
Creator: Thesis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thesis LLC CBS Benefit Plan

Health & welfare plan · Thesis LLC's Thesis LLC CBS Benefit Plan held $894 in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$894

Net assets (EOY)

$178

People on this filing

Shawna Burton signed Thesis LLC's 2023 Form 5500 as plan administrator.

Shawna Burton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thesis LLC's EIN is 85-1377055.

EIN 85-1377055

Plan number 501

Plan year 2023

ACK ID 20240429101828NAL0020737490001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Thesis LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Thesis LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THESIS LLC.

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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.

Plan sponsor

Name

THESIS LLC

EIN

all filings

Address

14600 WOODBLUFF TRACE · LOUISVILLE, KY · 40245

Phone

(800) 921-5310

Industry

Educational Services

Plan administrator

Name

SHAWNA BURTON

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-09-30

Filed

2024-04-29

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

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