Ashland, KY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ashland, KY has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $78,592,644 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$78,592,644
Total reported liabilities (EOY)
$2,299,065
Total reported net assets (EOY)
$76,293,579

Contributions & income

Employer contributions
$2,973,459
Participant contributions
$2,507,818
Total income / additions
$22,338,810

Expenses & distributions

Benefits paid / distributions
$7,351,658
Total expenses
$9,229,708
Net increase / (decrease)
$13,109,102

Coverage

Total reported participants
6,407
Plans with financial statements
9
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ashland, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Ashland, KY
PlanSponsorReported assets (EOY)Year
Pathways, Inc. 401(K) Profit Sharing PlanPathways, Inc.$25,279,4372023
Super Quik, Inc. Employee Stock Ownership PlanSuper Quik, Inc.$16,800,3302023
Kelley Galloway Smith Goolsby, Psc 401(K) PlanKelley Galloway Smith Goolsby, Psc$9,438,8382023
Clark'S Pump N' Shop, Inc. 401(K) PlanClark'S Pump N' Shop, Inc.$7,500,7322023
Community Hospice, Inc. 401(K) PlanCommunity Hospice, Inc.$5,947,7462023
Fyffe Jones & Associates, Psc 401(K) PlanFyffe Jones & Associates, Psc$5,860,7192023
Ashland Credit Union PlanAshland Credit Union$5,850,0822023
Tri-State Labor Education And Development FundTri-State Labor Education And Development Fund$1,661,1372023
Big Ugly Ff, Inc. Retirement PlanBig Ugly Ff, Inc.$253,6232023
Community Hospice, Inc.Community Hospice, Inc.not reported in the loaded dataset2023
Pathways, Inc. Employee Medical PlanPathways, Inc.not reported in the loaded dataset2023
Pathways, Inc. Ancillary CoveragePathways, Inc.not reported in the loaded dataset2023

Related Form 5500 pages