Scottsville, 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, Scottsville, KY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $17,568,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $17,568,465
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $17,568,465
Contributions & income
- Employer contributions
- $932,873
- Participant contributions
- $1,610,149
- Total income / additions
- $5,051,320
Expenses & distributions
- Benefits paid / distributions
- $552,588
- Total expenses
- $1,029,076
- Net increase / (decrease)
- $4,022,244
Coverage
- Total reported participants
- 1,136
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Scottsville, 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 |
|---|---|---|---|
| Halton Group Americas Inc. 401k Plan | Halton Group Americas Inc. | $17,568,465 | 2023 |
| Halton Group Americas, Inc. Employee Benefit Plan | Halton Group Americas, Inc. | not reported in the loaded dataset | 2023 |
| Halton Group Americas, Inc Employee Benefit Plan | Halton Group Americas, Inc. | not reported in the loaded dataset | 2023 |
| Halton Group Americas, Inc | Halton Group Americas, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Scottsville → · Scottsville plans by participants → · Scottsville plans with financial data → · Scottsville plans with provider compensation → · $1B+ plans in Scottsville →
Related Form 5500 pages
- All KY Form 5500 filings
- Halton Group Americas Inc. 401k Plan (plan 001)
- Halton Group Americas Inc. — all reported plans
- Halton Group Americas, Inc. Employee Benefit Plan (plan 504)
- Halton Group Americas, Inc Employee Benefit Plan (plan 501)
- Halton Group Americas, Inc. — all reported plans
- Halton Group Americas, Inc (plan 505)
- Methodology
- Data sources