Monticello, 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, Monticello, KY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $21,330,660 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,330,660
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,330,660
Contributions & income
- Employer contributions
- $630,386
- Participant contributions
- $1,111,318
- Total income / additions
- $4,939,026
Expenses & distributions
- Benefits paid / distributions
- $2,697,662
- Total expenses
- $2,702,428
- Net increase / (decrease)
- $2,236,598
Coverage
- Total reported participants
- 891
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monticello, 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 |
|---|---|---|---|
| Monticello Bankshares, Inc. Retirement Savings Plan | Monticello Bankshares, Inc. | $14,268,987 | 2023 |
| Wayne County Hospital 401(K) Profit Sharing Plan | Wayne County Hospital, Inc. | $6,565,281 | 2023 |
| Lake Cumberland Pediatrics, Pllc 401(K) Profit Sharing Plan | Lake Cumberland Pediatrics, Pllc | $496,392 | 2023 |
| Wayne County Hospital Health & Welfare Benefit Plan | Wayne County Hospital | not reported in the loaded dataset | 2023 |
| Trifecta Ventures Group Insurance Plan | Trifecta Ventures LLC | not reported in the loaded dataset | 2023 |
| Monticello Bankshares, Inc. Employee Benefits Plan | Monticello Bankshares, Inc. | not reported in the loaded dataset | 2023 |
| Patriot Industries, Inc. Health And Welfare Plan | Patriot Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Monticello → · Monticello plans by participants → · Monticello plans with financial data → · Monticello plans with provider compensation → · $1B+ plans in Monticello →
Related Form 5500 pages
- All KY Form 5500 filings
- Monticello Bankshares, Inc. Retirement Savings Plan (plan 002)
- Monticello Bankshares, Inc. — all reported plans
- Wayne County Hospital 401(K) Profit Sharing Plan (plan 002)
- Wayne County Hospital, Inc. — all reported plans
- Lake Cumberland Pediatrics, Pllc 401(K) Profit Sharing Plan (plan 001)
- Lake Cumberland Pediatrics, Pllc — all reported plans
- Wayne County Hospital Health & Welfare Benefit Plan (plan 510)
- Trifecta Ventures Group Insurance Plan (plan 501)
- Trifecta Ventures LLC — all reported plans
- Monticello Bankshares, Inc. Employee Benefits Plan (plan 501)
- Patriot Industries, Inc. Health And Welfare Plan (plan 501)
- Patriot Industries, Inc. — all reported plans
- Methodology
- Data sources