Plan5500

Kentuckiana Comfort Center 401(K) Profit Sharing Plan — Form 5500 plan (Kentuckiana Comfort Center, Inc.)

Plain-English plan 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, Kentuckiana Comfort Center 401(K) Profit Sharing Plan is a benefit plan reported by Kentuckiana Comfort Center, Inc. under EIN 61-0915072 and plan number 001. The latest loaded filing year is 2023. The filing reports 863 participants and $24,404,019 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.4MPlan net assets, end of year$24,404,019
Participants863Covered participants reported
Assets / participant$28.3KComputed: assets ÷ participants$28,278 (computed)
Provider compensation$139.2K3 Schedule C provider row(s)$139,232
Plan sponsor
Kentuckiana Comfort Center, Inc.
EIN
61-0915072
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    863 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.4M total assets
Net assets$24.4MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$595K
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$24,404,019
Total liabilities (EOY)
$0
Net assets (EOY)
$24,404,019
Net assets (BOY)
$19,255,454

Income & contributions

Employer contributions
$594,982
Participant contributions
$2,849,177
Total contributions
$3,857,103
Total income / additions
$7,006,945

Expenses & distributions

Benefits paid
$1,696,953
Administrative expenses
$139,232
Total expenses
$1,858,380
Net increase / (decrease)
$5,148,565
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Advisory Group, LLC$70.6K
    INVESTMENT MGMT · Direct $70.6K
  2. 2
    Empower Annuity Insurance Company$46.5K
    RECORDKEEPER · Direct $46.5K · Indirect $0
  3. 3
    Fifth Third Bank$22.1K
    INVESTMENT ADVISOR · Direct $22.1K

Related Form 5500 pages