Lawrenceburg, 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, Lawrenceburg, KY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $58,430,165 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $58,430,165
- Total reported liabilities (EOY)
- $943,267
- Total reported net assets (EOY)
- $57,486,898
Contributions & income
- Employer contributions
- $24,762,722
- Participant contributions
- $1,878,168
- Total income / additions
- $30,998,568
Expenses & distributions
- Benefits paid / distributions
- $20,825,048
- Total expenses
- $22,651,673
- Net increase / (decrease)
- $8,346,895
Coverage
- Total reported participants
- 1,836
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lawrenceburg, 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 |
|---|---|---|---|
| Kentucky Laborers District Council Health And Welfare Fund | Kentucky Laborers District Council Health & Welfare Fund | $38,623,854 | 2023 |
| Four Roses Distillery LLC Savings Plan | Four Roses Distillery LLC | $19,586,311 | 2023 |
| Cabinhill Enterprises Investment Plan | Cabinhill Enterprises Inc | $200,000 | 2023 |
| Macdaddy16 Inc. Retirement Plan | Macdaddy16 Inc. | $20,000 | 2023 |
| Four Roses Distillery LLC Employee Benefits Plan | Four Roses Distillery LLC | not reported in the loaded dataset | 2023 |
Largest plans in Lawrenceburg → · Lawrenceburg plans by participants → · Lawrenceburg plans with financial data → · Lawrenceburg plans with provider compensation → · $1B+ plans in Lawrenceburg →
Related Form 5500 pages
- All KY Form 5500 filings
- Kentucky Laborers District Council Health And Welfare Fund (plan 501)
- Kentucky Laborers District Council Health & Welfare Fund — all reported plans
- Four Roses Distillery LLC Savings Plan (plan 001)
- Four Roses Distillery LLC — all reported plans
- Cabinhill Enterprises Investment Plan (plan 001)
- Cabinhill Enterprises Inc — all reported plans
- Macdaddy16 Inc. Retirement Plan (plan 001)
- Macdaddy16 Inc. — all reported plans
- Four Roses Distillery LLC Employee Benefits Plan (plan 501)
- Methodology
- Data sources