Princeton, 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, Princeton, KY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,314,253 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,314,253
- Total reported liabilities (EOY)
- $158,745
- Total reported net assets (EOY)
- $6,155,508
Contributions & income
- Employer contributions
- $191,508
- Participant contributions
- $243,394
- Total income / additions
- $1,113,779
Expenses & distributions
- Benefits paid / distributions
- $243,947
- Total expenses
- $294,429
- Net increase / (decrease)
- $819,350
Coverage
- Total reported participants
- 511
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Princeton, 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 |
|---|---|---|---|
| Caldwell Medical Center Inc. Tax Deferred Annuity Plan | Caldwell Medical Center | $4,241,453 | 2023 |
| Farmers Bank And Trust Company Employee Stock Ownership Plan | Farmers Bank And Trust Company | $2,072,800 | 2023 |
| Caldwell Medical Center Employee Benefits Plan | Caldwell Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Princeton → · Princeton plans by participants → · Princeton plans with financial data → · Princeton plans with provider compensation → · $1B+ plans in Princeton →
Related Form 5500 pages
- All KY Form 5500 filings
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan (plan 002)
- Caldwell Medical Center — all reported plans
- Farmers Bank And Trust Company Employee Stock Ownership Plan (plan 003)
- Farmers Bank And Trust Company — all reported plans
- Caldwell Medical Center Employee Benefits Plan (plan 501)
- Methodology
- Data sources