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, Kentucky Medical Services Foundation, Inc. 401(K) Retirement Plan is a benefit plan reported by Kentucky Medical Services Foundation, Inc. under EIN 61-0945743 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $6,606,539 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,606,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,606,539
- Net assets (BOY)
- $17,141,846
Income & contributions
- Employer contributions
- $646,800
- Participant contributions
- $355,634
- Total contributions
- $1,002,434
- Total income / additions
- $3,036,185
Expenses & distributions
- Benefits paid
- $13,413,696
- Administrative expenses
- $43,637
- Total expenses
- $13,571,492
- Net increase / (decrease)
- -$10,535,307