Original filing (PDF)20251229133031NAL0025955632001

SIEGEL FOUNDATIONS INC

Name: SIEGEL FOUNDATIONS INC — SIEGEL FOUNDATIONS INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: SIEGEL FOUNDATIONS INC

Form 5500-SF

FILING_RECEIVED

SIEGEL FOUNDATIONS INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$15K

Net assets (EOY)

$5K

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIEGEL FOUNDATIONS INC.

Plan sponsor

Name

SIEGEL FOUNDATIONS INC

EIN

90-0160591

Address

4106 ALTAWOOD COURT · LOUISVILLE, KY · 40245

Phone

(502) 821-0965

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

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