Shelbyville, 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, Shelbyville, KY has 21 loaded benefit plan(s) reported by 14 plan sponsor(s), with $92,545,151 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $92,545,151
- Total reported liabilities (EOY)
- $242
- Total reported net assets (EOY)
- $92,544,909
Contributions & income
- Employer contributions
- $3,522,925
- Participant contributions
- $7,039,267
- Total income / additions
- $24,957,019
Expenses & distributions
- Benefits paid / distributions
- $9,010,996
- Total expenses
- $9,460,244
- Net increase / (decrease)
- $15,496,775
Coverage
- Total reported participants
- 6,771
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelbyville, 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 |
|---|---|---|---|
| Voestalpine Roll Forming Corporation 401(K) Savings Plan | Rfc LLC | $42,811,183 | 2023 |
| Shelbyville Laundry Inc. 401(K) Profit Sharing Plan & Trust | Shelbyville Laundry Inc. | $17,255,668 | 2023 |
| Kaci Retirement Savings Plan | Katayama American Company, Inc. | $11,504,157 | 2023 |
| Edwards Moving & Rigging, Inc. 401(K) Plan | Edwards Moving & Rigging, Inc. | $9,192,000 | 2023 |
| Pegasus Industries 401(K) Retirement Savings Plan | Pegasus Industries, LLC | $5,290,530 | 2023 |
| 535 Main LLC Cash Balance Pension Plan | 535 Main LLC | $4,423,926 | 2023 |
| Aequitas Services, Inc 401(K) Plan | Aequitas Services, Inc | $1,563,374 | 2023 |
| Howard Force Of Kentuckyana Inc. Retirement Plan | Howard Force Of Kentuckyana Inc. | $273,074 | 2023 |
| R&M Fit2coast Inc. Profit Sharing Plan | R&M Fit2coast Inc. | $155,164 | 2023 |
| Lemire Enterprises Inc. 401(K) Plan | Lemire Enterprises Inc. | $76,075 | 2023 |
| Shelbyville Laundry Inc Welfare Benefit Plan | Shelbyville Laundry Inc | not reported in the loaded dataset | 2023 |
| Edwards Moving & Rigging, Inc. Health And Welfare Benefit Plan | Edwards Moving & Rigging, Inc. | not reported in the loaded dataset | 2023 |
| Pro Tech Health And Wellness Plan | Pro Tech Quality Solutions LLC | not reported in the loaded dataset | 2023 |
| Katayama American Co Inc Employee Benefits Plan | Katayama American Co Inc | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | Heritage Management Services Company | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | Heritage Management Services Company | not reported in the loaded dataset | 2023 |
| Pegasus Industries, LLC Health And Welfare Plan | Pegasus Industries, LLC | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | Heritage Management Services Company | not reported in the loaded dataset | 2023 |
| Associates In Pediatric Therapy, LLC Health And Welfare Benefit Plan | Associates In Pediatric Therapy, LLC | not reported in the loaded dataset | 2023 |
| Pro Tech Health And Wellness Plan | Pro Tech Quality Solutions LLC | not reported in the loaded dataset | 2023 |
| Heritage Management Services Company Employee Benefit Plan | Heritage Management Services Company | not reported in the loaded dataset | 2023 |
Largest plans in Shelbyville → · Shelbyville plans by participants → · Shelbyville plans with financial data → · Shelbyville plans with provider compensation → · $1B+ plans in Shelbyville →
Related Form 5500 pages
- All KY Form 5500 filings
- Voestalpine Roll Forming Corporation 401(K) Savings Plan (plan 002)
- Rfc LLC — all reported plans
- Shelbyville Laundry Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Shelbyville Laundry Inc. — all reported plans
- Kaci Retirement Savings Plan (plan 001)
- Katayama American Company, Inc. — all reported plans
- Edwards Moving & Rigging, Inc. 401(K) Plan (plan 001)
- Edwards Moving & Rigging, Inc. — all reported plans
- Pegasus Industries 401(K) Retirement Savings Plan (plan 001)
- Pegasus Industries, LLC — all reported plans
- 535 Main LLC Cash Balance Pension Plan (plan 002)
- 535 Main LLC — all reported plans
- Aequitas Services, Inc 401(K) Plan (plan 001)
- Aequitas Services, Inc — all reported plans
- Howard Force Of Kentuckyana Inc. Retirement Plan (plan 001)
- Howard Force Of Kentuckyana Inc. — all reported plans
- R&M Fit2coast Inc. Profit Sharing Plan (plan 001)
- R&M Fit2coast Inc. — all reported plans
- Lemire Enterprises Inc. 401(K) Plan (plan 001)
- Lemire Enterprises Inc. — all reported plans
- Shelbyville Laundry Inc Welfare Benefit Plan (plan 501)
- Edwards Moving & Rigging, Inc. Health And Welfare Benefit Plan (plan 510)
- Edwards Moving & Rigging, Inc. — all reported plans
- Pro Tech Health And Wellness Plan (plan 502)
- Pro Tech Quality Solutions LLC — all reported plans
- Katayama American Co Inc Employee Benefits Plan (plan 501)
- Heritage Management Services Company Employee Benefit Plan (plan 502)
- Heritage Management Services Company — all reported plans
- Methodology
- Data sources