Mt. Sterling, 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, Mt. Sterling, KY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $40,570,495 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)
- $40,570,495
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $40,570,495
Contributions & income
- Employer contributions
- $1,989,834
- Participant contributions
- $2,019,788
- Total income / additions
- $9,825,550
Expenses & distributions
- Benefits paid / distributions
- $1,422,858
- Total expenses
- $1,380,487
- Net increase / (decrease)
- $8,445,063
Coverage
- Total reported participants
- 1,453
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Sterling, 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 |
|---|---|---|---|
| Traditional Bank, Inc. 401(K) Profit Sharing Plan | Traditional Bank, Inc. | $34,563,188 | 2023 |
| Reformation Publishers, Inc. 401(K) Plan | Reformation Publishers, Inc. | $170,291 | 2023 |
| Aisan Industry Kentucky Employee Benefit Plan | Aisan Industry Kentucky | not reported in the loaded dataset | 2023 |
| Traditional Bank, Inc. Benefits Wrap Plan | Traditional Bank, Inc. | not reported in the loaded dataset | 2023 |
| Traditional Bank, Inc. Cancer Plan | Traditional Bank, Inc. | not reported in the loaded dataset | 2023 |
| Boneal, Inc. Health And Welfare Plan | Boneal, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Mt. Sterling → · Mt. Sterling plans by participants → · Mt. Sterling plans with financial data → · Mt. Sterling plans with provider compensation → · $1B+ plans in Mt. Sterling →
Related Form 5500 pages
- All KY Form 5500 filings
- Traditional Bank, Inc. 401(K) Profit Sharing Plan (plan 003)
- Traditional Bank, Inc. — all reported plans
- Reformation Publishers, Inc. 401(K) Plan (plan 001)
- Reformation Publishers, Inc. — all reported plans
- Aisan Industry Kentucky Employee Benefit Plan (plan 501)
- Aisan Industry Kentucky — all reported plans
- Traditional Bank, Inc. Benefits Wrap Plan (plan 501)
- Traditional Bank, Inc. Cancer Plan (plan 502)
- Boneal, Inc. Health And Welfare Plan (plan 501)
- Boneal, Inc. — all reported plans
- Methodology
- Data sources