2023 Form 5500 filing — Whitaker Bank Corporation Of Kentucky Defined Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250513045924NAL0039253170001) for Whitaker Bank Corporation Of Kentucky Defined Benefit Plan, reported by Whitaker Bank Corporation Of Kentucky under EIN 61-1208135 and plan number 005. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513045924NAL0039253170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitaker Bank Corporation Of Kentucky
- EIN
- 61-1208135
- Plan number
- 005
- Location
- Lexington, KY
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,753,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,753,752
- Total income / additions
- $435,264
- Benefits paid
- $19,081,409
- Administrative expenses
- $148,403
- Total expenses
- $19,229,812
- Net increase / (decrease)
- -$18,794,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $57,546 | not reported in the loaded dataset |
| Kentucky Trust Company | NONE | $40,741 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $18,000 | not reported in the loaded dataset |