Lebanon, 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, Lebanon, KY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,519,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,519,932
- Total reported liabilities (EOY)
- $35,086
- Total reported net assets (EOY)
- $33,484,846
Contributions & income
- Employer contributions
- $840,105
- Participant contributions
- $2,014,846
- Total income / additions
- $7,634,319
Expenses & distributions
- Benefits paid / distributions
- $3,003,178
- Total expenses
- $3,088,395
- Net increase / (decrease)
- $4,545,924
Coverage
- Total reported participants
- 1,888
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lebanon, 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 |
|---|---|---|---|
| Curtis Maruyasu America, Inc. 401(K) Savings Plan | Curtis Maruyasu America Inc. | $29,732,457 | 2023 |
| Dawn-Iue Local No. 697 Pension Plan | Angell-Demmel North America Dba Alutrim North America, Inc. | $3,787,475 | 2023 |
| Fuel Total Systems Kentucky Corporation Welfare Benefit Plan | Fuel Total Systems Kentucky Corporation | not reported in the loaded dataset | 2023 |
| Angell-Demmel North America Corporation D/B/A Alutrim North America Corporation Health & Welfare Benefits Wrap Plan | Angell-Demmel North America Corporation | not reported in the loaded dataset | 2023 |
| Curtis Maruyasu America, Inc. Group Benefits Plan | Curtis Maruyasu America, Inc. | not reported in the loaded dataset | 2023 |
| Central Kentucky Community Action Council, Inc. Welfare Benefit Plan | Central Kentucky Community Action Council, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lebanon → · Lebanon plans by participants → · Lebanon plans with financial data → · Lebanon plans with provider compensation → · $1B+ plans in Lebanon →
Related Form 5500 pages
- All KY Form 5500 filings
- Curtis Maruyasu America, Inc. 401(K) Savings Plan (plan 001)
- Curtis Maruyasu America Inc. — all reported plans
- Dawn-Iue Local No. 697 Pension Plan (plan 002)
- Angell-Demmel North America Dba Alutrim North America, Inc. — all reported plans
- Fuel Total Systems Kentucky Corporation Welfare Benefit Plan (plan 501)
- Fuel Total Systems Kentucky Corporation — all reported plans
- Angell-Demmel North America Corporation D/B/A Alutrim North America Corporation Health & Welfare Benefits Wrap Plan (plan 503)
- Angell-Demmel North America Corporation — all reported plans
- Curtis Maruyasu America, Inc. Group Benefits Plan (plan 501)
- Central Kentucky Community Action Council, Inc. Welfare Benefit Plan (plan 505)
- Central Kentucky Community Action Council, Inc. — all reported plans
- Methodology
- Data sources