Walton, 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, Walton, KY has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $71,596,986 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $71,596,986
- Total reported liabilities (EOY)
- $22,387,831
- Total reported net assets (EOY)
- $49,209,155
Contributions & income
- Employer contributions
- $3,125,831
- Participant contributions
- $3,463,836
- Total income / additions
- $22,602,889
Expenses & distributions
- Benefits paid / distributions
- $3,916,944
- Total expenses
- $4,559,441
- Net increase / (decrease)
- $18,043,448
Coverage
- Total reported participants
- 2,535
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walton, 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 |
|---|---|---|---|
| Verst Group Logistics Companies 401(K) Retirement Savings Plan | Verst Group Logistics | $35,545,894 | 2023 |
| Charles Seligman Distributing Co. Savings & Retirement Plan | Chas Seligman Distributing Co., Inc. | $14,757,641 | 2023 |
| Glenwood Electric, Inc. Employee Stock Ownership Plan | Glenwood Electric, Inc. | $13,149,000 | 2023 |
| Charles Seligman Distributing Co. 401(K) Drivers/Warehouse Bargaining Unit Plan | Chas Seligman Distributing Co., Inc. | $3,880,977 | 2023 |
| American Trailer Rental Group 401k Savings Plan | American Trailer Rental Group LLC | $3,264,322 | 2023 |
| Fasig Company, Inc. 401(K) Plan | Fasig Company, Inc. | $999,051 | 2023 |
| Chk Capital Inc. 401k Profit Sharing Plan | Chk Capital Inc. | $101 | 2023 |
| Ky Laser Corp 401(K) Plan | Ky Laser Corp | $0 | 2023 |
| Chas. Seligman Dist. Co. | Chas. Seligman Dist Co. | $0 | 2023 |
| Tf Metal Usa, LLC Dental Insurance | Tf Metal Usa, LLC | not reported in the loaded dataset | 2023 |
| Verst Group Logistics, Inc. Health Plan | Verst Group Logistics, Inc. | not reported in the loaded dataset | 2023 |
| Zenith Logistics, Inc. Health Plan | Zenith Logistics, Inc. | not reported in the loaded dataset | 2023 |
| Zotefoams Employee Benefit Plan | Zotefoams Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Walton → · Walton plans by participants → · Walton plans with financial data → · Walton plans with provider compensation → · $1B+ plans in Walton →
Related Form 5500 pages
- All KY Form 5500 filings
- Verst Group Logistics Companies 401(K) Retirement Savings Plan (plan 001)
- Verst Group Logistics — all reported plans
- Charles Seligman Distributing Co. Savings & Retirement Plan (plan 001)
- Chas Seligman Distributing Co., Inc. — all reported plans
- Glenwood Electric, Inc. Employee Stock Ownership Plan (plan 002)
- Glenwood Electric, Inc. — all reported plans
- Charles Seligman Distributing Co. 401(K) Drivers/Warehouse Bargaining Unit Plan (plan 005)
- American Trailer Rental Group 401k Savings Plan (plan 001)
- American Trailer Rental Group LLC — all reported plans
- Fasig Company, Inc. 401(K) Plan (plan 001)
- Fasig Company, Inc. — all reported plans
- Chk Capital Inc. 401k Profit Sharing Plan (plan 001)
- Chk Capital Inc. — all reported plans
- Ky Laser Corp 401(K) Plan (plan 001)
- Ky Laser Corp — all reported plans
- Chas. Seligman Dist. Co. (plan 501)
- Tf Metal Usa, LLC Dental Insurance (plan 501)
- Tf Metal Usa, LLC — all reported plans
- Verst Group Logistics, Inc. Health Plan (plan 501)
- Zenith Logistics, Inc. Health Plan (plan 511)
- Zenith Logistics, Inc. — all reported plans
- Zotefoams Employee Benefit Plan (plan 501)
- Zotefoams Inc. — all reported plans
- Methodology
- Data sources