Stanford, 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, Stanford, KY has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $57,709,833 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,709,833
Total reported liabilities (EOY)
$64,991
Total reported net assets (EOY)
$57,644,842

Contributions & income

Employer contributions
$1,225,921
Participant contributions
$1,861,928
Total income / additions
$7,659,504

Expenses & distributions

Benefits paid / distributions
$5,143,042
Total expenses
$5,193,925
Net increase / (decrease)
$2,465,579

Coverage

Total reported participants
1,237
Plans with financial statements
5
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stanford, 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 Stanford, KY
PlanSponsorReported assets (EOY)Year
First Southern Bancorp Inc 401k PlanFirst Southern Bancorp Inc$35,952,7382023
Decoart, Inc. 401(K) Profit Sharing PlanDecoart, LLC$9,326,6792023
Utg, Inc. 401(K) PlanUtg, Inc.$5,463,3142023
Pbk Bank, Inc. 401(K) Profit Sharing PlanPbk Bank, Inc.$4,194,9482023
Employee Benefit Plan Of Lincoln Manufacturing Usa, LLCLincoln Manufacturing Usa, LLC$2,772,1542023
Lincoln Manufacturing Usa, LLC Health And Welfare PlanLincoln Manufacturing Usa, LLCnot reported in the loaded dataset2023
Decoart, Inc. Employee Benefit PlanDecoart, Inc.not reported in the loaded dataset2023
First Southern Bancorp, Inc. Employee Benefits PlaFirst Southern Bancorp, Inc.not reported in the loaded dataset2023

Related Form 5500 pages