Original filing (PDF)20251229132121NAL0010214035001

ACCOUNTS BY THE BOOK LLC

Name: ACCOUNTS BY THE BOOK LLC — ACCOUNTS BY THE BOOK LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: ACCOUNTS BY THE BOOK LLC

Form 5500-SF

FILING_RECEIVED

ACCOUNTS BY THE BOOK LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$216

Net assets (EOY)

$69

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 ACCOUNTS BY THE BOOK LLC.

Plan sponsor

Name

ACCOUNTS BY THE BOOK LLC

EIN

93-1810196

Address

5826 ECTON RD · WINCHESTER, KY · 40391

Phone

(859) 806-9540

Industry

CPA Offices· 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

2024

Plan year begin

2025-01-01

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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