Frankfurt, 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, Frankfurt, KY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $87,118,921 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $87,118,921
- Total reported net assets (EOY)
- $87,118,921
Contributions & income
- Employer contributions
- $3,918,297
- Participant contributions
- $7,176,050
- Total income / additions
- $23,787,836
Expenses & distributions
- Benefits paid / distributions
- $6,214,283
- Total expenses
- $6,308,205
- Net increase / (decrease)
- $17,479,631
Coverage
- Total reported participants
- 1,835
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Frankfurt, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sazerac Company, Inc. 401(K) Plan For Union Employees | Sazerac Company, Inc. | $87,118,921 | 2023 |
| Healthtech Solutions LLC Life Plan | Healthtech Solutions LLC | not reported in the loaded dataset | 2023 |
| Healthtech Solutions LLC Medical, Dental & Vision Plan | Healthtech Solutions LLC | not reported in the loaded dataset | 2023 |
Largest plans in Frankfurt → · Frankfurt plans by participants → · Frankfurt plans with financial data → · Frankfurt plans with provider compensation → · $1B+ plans in Frankfurt →
Related Form 5500 pages
- All KY Form 5500 filings
- Sazerac Company, Inc. 401(K) Plan For Union Employees (plan 002)
- Sazerac Company, Inc. — all reported plans
- Healthtech Solutions LLC Life Plan (plan 505)
- Healthtech Solutions LLC — all reported plans
- Healthtech Solutions LLC Medical, Dental & Vision Plan (plan 506)
- Methodology
- Data sources