Independence, 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, Independence, KY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,762,802 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,762,802
Total reported liabilities (EOY)
$607,636
Total reported net assets (EOY)
$21,230,537

Contributions & income

Employer contributions
$698,180
Participant contributions
$530,066
Total income / additions
$5,123,471

Expenses & distributions

Benefits paid / distributions
$916,771
Total expenses
$1,005,487
Net increase / (decrease)
$4,117,984

Coverage

Total reported participants
192
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Independence, 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 Independence, KY
PlanSponsorReported assets (EOY)Year
Blue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc.$13,936,5372023
Kentucky Rebuild Corporation 401(K) Profit Sharing PlanKentucky Rebuild Corporation$5,826,2652023

Related Form 5500 pages