Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan — Form 5500 plan (Kentucky 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, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kentucky Comfort Center, Inc. under EIN 61-0915072 and plan number 002. The latest loaded filing year is 2023. The filing reports 797 participants and $94,072,192 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$93.4MPlan net assets, end of year$93,426,812
Participants797Covered participants reported
Assets / participant$118KComputed: assets ÷ participants$118,033 (computed)
Provider compensationNone reported
Plan sponsor
Kentucky Comfort Center, Inc.
EIN
61-0915072
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023797H20241011123418NAL0021861009001
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)$94.1M total assets
Net assets$93.4MLiabilities$645.4K
Money in vs. money out
Total income / additions$42.1M
Total expenses$860.1K
Benefits paid / distributions$805.4K
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$94,072,192
Total liabilities (EOY)
$645,380
Net assets (EOY)
$93,426,812
Net assets (BOY)
$52,151,503

Income & contributions

Employer contributions
$2,472,466
Total contributions
$2,472,466
Total income / additions
$42,135,420

Expenses & distributions

Benefits paid
$805,389
Total expenses
$860,111
Net increase / (decrease)
$41,275,309
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income2%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages