Original filing (PDF)20251229132224NAL0028530496001

BERRY KINGTON & UTLEY FINANCIAL SERVICES

Name: BERRY KINGTON & UTLEY FINANCIAL SERVICES — BERRY KINGTON & UTLEY FINANCIAL SERVICES CBS BENEFIT PLAN, Form 5500 (2024)
Creator: BERRY KINGTON & UTLEY FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

BERRY KINGTON & UTLEY FINANCIAL SERVICES CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17K

Net assets (EOY)

$6K

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 BERRY KINGTON & UTLEY FINANCIAL SERVICES.

Plan sponsor

Name

BERRY KINGTON & UTLEY FINANCIAL SERVICES

EIN

92-2764158all filings

Address

2822 NORTH MAIN ST · MADISONVILLE, KY · 42431

Phone

(270) 821-3355

Industry

Professional & Technical Servicessee all

Plan administrator