PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Lynch, Cox, Gilman & Goodman, P.S.C.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Lynch, Cox, Gilman & Goodman, P.S.C.

EIN 61-1111059-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$25.3M assets
Health & Benefits
1
Participants
53
500 WEST JEFFERSON STREET, STE. 2100 - LOUISVILLE, KY 40202502-589-4215
Plans on this EIN
2 filings
#001401(k)-$25.3M - 53 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LYNCH, COX, GILMAN & GOODMAN, P.S.C. PROFIT SHARING PLAN AND TRUST

401(k)

Assets$25.3M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LYNCH, COX, GILMAN & GOODMAN, PSC CBS BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LYNCH, COX, GILMAN & GOODMAN, P.S.C. PROFIT SHARING PLAN AND TRUST401(k)$25.3M532025
  • LYNCH, COX, GILMAN & GOODMAN, P.S.C. PROFIT SHARING PLAN AND TRUST$25.3M
    #001 · 401(k) · 202553

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LYNCH, COX, GILMAN & GOODMAN, PSC CBS BENEFIT PLANSelf-funded-$002024
  • LYNCH, COX, GILMAN & GOODMAN, PSC CBS BENEFIT PLAN$0
    #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica