Bardstown, 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, Bardstown, KY has 29 loaded benefit plan(s) reported by 17 plan sponsor(s), with $345,499,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $345,499,902
- Total reported liabilities (EOY)
- $482,231
- Total reported net assets (EOY)
- $345,017,671
Contributions & income
- Employer contributions
- $11,955,555
- Participant contributions
- $20,342,644
- Total income / additions
- $86,367,903
Expenses & distributions
- Benefits paid / distributions
- $27,329,256
- Total expenses
- $28,290,310
- Net increase / (decrease)
- $58,077,593
Coverage
- Total reported participants
- 12,016
- Plans with financial statements
- 17
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bardstown, 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 |
|---|---|---|---|
| Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Salaried Employees | Heaven Hill Distilleries, Inc. | $53,699,343 | 2023 |
| American Fuji Seal, Inc. 401(K) Savings Plan | American Fuji Seal, Inc. | $37,238,898 | 2023 |
| American Fuji Seal, Inc. Union 401(K) Plan | American Fuji Seal, Inc. | $36,026,387 | 2023 |
| Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Collective Bargaining Employees | Heaven Hill Distilleries, Inc. | $34,119,248 | 2023 |
| Inoac Usa 401(K) Savings Plan | Inoac Usa, Inc. | $31,197,462 | 2023 |
| Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan | Newcomb Oil Co., LLC | $29,855,100 | 2023 |
| Qsi, Inc. 401(K) Profit Sharing Plan | Qsi, Inc. | $21,693,130 | 2023 |
| Haydon Holdings, LLC And Subsidiaries Profit Sharing Plan | Haydon Holdings, LLC | $21,319,155 | 2023 |
| Wilson & Muir Bancorp, Inc. 401(K) & Profit Sharing Plan | Wilson & Muir Bancorp, Inc. | $20,897,652 | 2023 |
| Buzick Construction, Inc. 401(K) Plan | Buzick Construction, Inc. | $15,190,743 | 2023 |
| Nally & Hamilton Enterprises, Inc. 401(K) Profit Sharing Plan | Nally & Hamilton Enterprises, Inc. | $12,487,006 | 2023 |
| Brian Tooley Racing, Inc. Employee Stock Ownership Plan And Trust | Brian Tooley Racing, Inc. | $10,100,176 | 2023 |
| Mago Construction Co., LLC 401(K) Profit Sharing/Savings Plan | Mago Construction Co., LLC | $10,015,633 | 2023 |
| Npr Of America, Inc. 401(K) Plan | Npr Of America, Inc. | $4,524,231 | 2023 |
| Head Basement Walls, Inc. 401(K) Retirement Plan | Head Basement Walls, Inc. | $4,161,830 | 2023 |
| Johnan America Savings Plan 401k | Johnan America , Inc | $2,170,476 | 2023 |
| Takigawa Corporation America 401k | Takigawa Corporation America | $803,432 | 2023 |
| Npr Of America, Inc. Employee Benefits Plan | Npr Of America, Inc. | not reported in the loaded dataset | 2023 |
| American Fuji Seal, Inc. Plan | American Fuji Seal, Inc. | not reported in the loaded dataset | 2023 |
| Qsi, Inc. Health And Welfare Benefit Plan | Qsi, Inc. | not reported in the loaded dataset | 2023 |
| Bardstown Bourbon Co | Bardstown Bourbon Company | not reported in the loaded dataset | 2023 |
| Wilson And Muir Bank Group Life Plan | Wilson And Muir Bank | not reported in the loaded dataset | 2023 |
| Heaven Hill Distilleries, Inc. Flexible Benefits Plan | Heaven Hill Brands, Inc. | not reported in the loaded dataset | 2023 |
| Heaven Hill Brands, Inc. Employee Benefits Plan | Heaven Hill Brands, Inc. | not reported in the loaded dataset | 2023 |
| Heaven Hill Brands, Inc. Union Employee Benefits Plan | Heaven Hill Brands, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Bardstown → · Bardstown plans by participants → · Bardstown plans with financial data → · Bardstown plans with provider compensation → · $1B+ plans in Bardstown →
Related Form 5500 pages
- All KY Form 5500 filings
- Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Salaried Employees (plan 003)
- Heaven Hill Distilleries, Inc. — all reported plans
- American Fuji Seal, Inc. 401(K) Savings Plan (plan 003)
- American Fuji Seal, Inc. — all reported plans
- American Fuji Seal, Inc. Union 401(K) Plan (plan 005)
- Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Collective Bargaining Employees (plan 002)
- Inoac Usa 401(K) Savings Plan (plan 001)
- Inoac Usa, Inc. — all reported plans
- Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan (plan 002)
- Newcomb Oil Co., LLC — all reported plans
- Qsi, Inc. 401(K) Profit Sharing Plan (plan 001)
- Qsi, Inc. — all reported plans
- Haydon Holdings, LLC And Subsidiaries Profit Sharing Plan (plan 001)
- Haydon Holdings, LLC — all reported plans
- Wilson & Muir Bancorp, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Wilson & Muir Bancorp, Inc. — all reported plans
- Buzick Construction, Inc. 401(K) Plan (plan 002)
- Buzick Construction, Inc. — all reported plans
- Nally & Hamilton Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Nally & Hamilton Enterprises, Inc. — all reported plans
- Brian Tooley Racing, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Brian Tooley Racing, Inc. — all reported plans
- Mago Construction Co., LLC 401(K) Profit Sharing/Savings Plan (plan 002)
- Mago Construction Co., LLC — all reported plans
- Npr Of America, Inc. 401(K) Plan (plan 001)
- Npr Of America, Inc. — all reported plans
- Head Basement Walls, Inc. 401(K) Retirement Plan (plan 001)
- Head Basement Walls, Inc. — all reported plans
- Methodology
- Data sources