Original filing (PDF)20250430094320NAL0002629008001

JAMIE L HATFIELD WEALTH MANAGEMENT, LLC

Name: JAMIE L HATFIELD WEALTH MANAGEMENT, LLC — JAMIE L HATFIELD WEALTH MANAGEMENT, LLC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: JAMIE L HATFIELD WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

JAMIE L HATFIELD WEALTH MANAGEMENT, LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$598

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMIE L HATFIELD WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

JAMIE L HATFIELD WEALTH MANAGEMENT, LLC

EIN

93-2658352

Address

2734 CHANCELLOR DR · STE 105 · CRESTVIEW HILLS, KY · 41017

Phone

(859) 344-6655

Industry

Finance & Insurancesee 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

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