Murray, 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, Murray, KY has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $150,196,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$150,196,266
Total reported liabilities (EOY)
$1,259,615
Total reported net assets (EOY)
$148,936,651

Contributions & income

Employer contributions
$2,012,787
Participant contributions
$6,047,712
Total income / additions
$2,021,458

Expenses & distributions

Benefits paid / distributions
$6,517,835
Total expenses
$6,792,334
Net increase / (decrease)
-$4,770,876

Coverage

Total reported participants
4,242
Plans with financial statements
9
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Murray, 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 Murray, KY
PlanSponsorReported assets (EOY)Year
Interstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc.$91,129,4082023
Hutson Inc. 401(K) Profit Sharing PlanHutson Inc.$35,538,8462023
The Murray Bank 401(K) Employee Stock Ownership PlanThe Murray Bank$13,348,0042023
Kingdom Services 401(K) PlanKingdom Services, LLC$3,390,9102023
Industrial Training Services, Inc., Safe Harbor 401(K) PlanIndustrial Training Services, Inc.$2,628,3192023
Sportable Scoreboards, Inc. Safe Harbor 401(K) PlanSportable Scoreboards, Inc.$1,787,8292023
Iwis-Daido, LLC Safe Harbor 401(K) PlanIwis-Daido, LLC$1,365,1152023
Lar Land Incorporated Profit Sharing PlanLar Land Incorporated$799,4132023
Preeo Milam Retirement PlanPreeo Milam, Inc.$208,4222023
Paschall Truck Lines, Inc. Employee Benefits PlanPaschall Truck Lines, Inc.not reported in the loaded dataset2023
Hutson, Inc. Employee Benefit PlanHutson, Inc.not reported in the loaded dataset2023

Related Form 5500 pages