Somerset, 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, Somerset, KY has 19 loaded benefit plan(s) reported by 13 plan sponsor(s), with $126,478,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $126,478,840
- Total reported liabilities (EOY)
- $57,952
- Total reported net assets (EOY)
- $126,420,888
Contributions & income
- Employer contributions
- $4,676,361
- Participant contributions
- $10,232,386
- Total income / additions
- $32,217,682
Expenses & distributions
- Benefits paid / distributions
- $13,678,613
- Total expenses
- $14,213,930
- Net increase / (decrease)
- $18,003,752
Coverage
- Total reported participants
- 10,708
- Plans with financial statements
- 10
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Somerset, 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 |
|---|---|---|---|
| Ttai 401(K) Plan | Toyotetsu America, Inc. | $76,980,306 | 2023 |
| Don Franklin Auto 401(K) Plan | Franklin Management, Inc. | $14,972,964 | 2023 |
| First & Farmers National Bank, Inc. 401(K) Plan | First & Farmers National Bank, Inc. | $12,082,770 | 2023 |
| Citizens National Bank 401(K) Plan | Citizens National Bank | $8,710,011 | 2023 |
| Modern Distributors 401(K) Plan | Modern Distributors, Inc. | $6,976,606 | 2023 |
| Somerset Hardwood Flooring Employee Retirement Plan | Somerset Hardwood Flooring, Inc. | $4,071,835 | 2023 |
| Continental Refining Company 401(K) Retirement Plan | Continental Refining Company LLC | $2,127,174 | 2023 |
| 401(K) Profit-Sharing Plan For Employees Of Lifeline Homecare, Inc. | Lifeline Homecare, Inc. | $392,209 | 2023 |
| Tm Incorporated Profit Sharing Plan | Tm Incorporated | $163,408 | 2023 |
| Employee Health Plan Of Duomark | Duomark | $1,557 | 2023 |
| Toyotetsu America, Inc. Group Benefit Plan | Toyotetsu America, Inc. | not reported in the loaded dataset | 2023 |
| First And Farmers National Bank, Inc. Employee Benefits Plan | First And Farmers National Bank, Inc. | not reported in the loaded dataset | 2023 |
| Franklin Management, Inc. Group Health And Welfare Benefit Plan | Franklin Management, Inc. | not reported in the loaded dataset | 2023 |
| Faith Healthcare, Inc. Health & Welfare Plan | Faith Healthcare, Inc. | not reported in the loaded dataset | 2023 |
| Citizens National Bank Life, Accident & Disability Insurance Plan | Citizens National Bank | not reported in the loaded dataset | 2023 |
| South Kentucky Recc Employee Benefits Plan | South Kentucky Recc | not reported in the loaded dataset | 2023 |
| South Kentucky Rural Electrical Cooperative Corporation Life And Disability Plan | South Kentucky Rural Electrical Cooperative Corporation | not reported in the loaded dataset | 2023 |
| Modern Distributors Inc. Group Accident And Health Insurance Plan | Modern Distributors Inc. | not reported in the loaded dataset | 2023 |
| Eagle Hardwoods Benefit Plan | Eagle Hardwoods, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Somerset → · Somerset plans by participants → · Somerset plans with financial data → · Somerset plans with provider compensation → · $1B+ plans in Somerset →
Related Form 5500 pages
- All KY Form 5500 filings
- Ttai 401(K) Plan (plan 001)
- Toyotetsu America, Inc. — all reported plans
- Don Franklin Auto 401(K) Plan (plan 001)
- Franklin Management, Inc. — all reported plans
- First & Farmers National Bank, Inc. 401(K) Plan (plan 001)
- First & Farmers National Bank, Inc. — all reported plans
- Citizens National Bank 401(K) Plan (plan 002)
- Citizens National Bank — all reported plans
- Modern Distributors 401(K) Plan (plan 001)
- Modern Distributors, Inc. — all reported plans
- Somerset Hardwood Flooring Employee Retirement Plan (plan 001)
- Somerset Hardwood Flooring, Inc. — all reported plans
- Continental Refining Company 401(K) Retirement Plan (plan 001)
- Continental Refining Company LLC — all reported plans
- 401(K) Profit-Sharing Plan For Employees Of Lifeline Homecare, Inc. (plan 001)
- Lifeline Homecare, Inc. — all reported plans
- Tm Incorporated Profit Sharing Plan (plan 001)
- Tm Incorporated — all reported plans
- Employee Health Plan Of Duomark (plan 502)
- Duomark — all reported plans
- Toyotetsu America, Inc. Group Benefit Plan (plan 501)
- First And Farmers National Bank, Inc. Employee Benefits Plan (plan 501)
- Franklin Management, Inc. Group Health And Welfare Benefit Plan (plan 510)
- Faith Healthcare, Inc. Health & Welfare Plan (plan 503)
- Faith Healthcare, Inc. — all reported plans
- Citizens National Bank Life, Accident & Disability Insurance Plan (plan 501)
- Methodology
- Data sources