Burlington, 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, Burlington, KY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $24,013,070 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,013,070
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $24,013,070
Contributions & income
- Employer contributions
- $947,158
- Participant contributions
- $1,799,355
- Total income / additions
- $6,378,252
Expenses & distributions
- Benefits paid / distributions
- $2,111,051
- Total expenses
- $2,236,672
- Net increase / (decrease)
- $4,141,580
Coverage
- Total reported participants
- 1,830
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlington, 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 |
|---|---|---|---|
| Heritage Bank, Inc. 401(K) Plan | Heritage Bank, Inc. | $15,660,658 | 2023 |
| Bme Services 401(K) Plan | Bme Services, LLC | $6,004,052 | 2023 |
| The Deters Company Inc. Profit Sharing Plan | The Deters Company Inc | $1,699,137 | 2023 |
| Schillings, Inc. Profit Sharing Plan | Schillings, Inc. | $356,479 | 2023 |
| Carpathia Management, Inc. Profit Sharing Plan | Carpathia Management, Inc. | $292,744 | 2023 |
| Bme Services Life And Disabiltiy Plan | Bme Services LLC | not reported in the loaded dataset | 2023 |
Largest plans in Burlington → · Burlington plans by participants → · Burlington plans with financial data → · Burlington plans with provider compensation → · $1B+ plans in Burlington →
Related Form 5500 pages
- All KY Form 5500 filings
- Heritage Bank, Inc. 401(K) Plan (plan 001)
- Heritage Bank, Inc. — all reported plans
- Bme Services 401(K) Plan (plan 001)
- Bme Services, LLC — all reported plans
- The Deters Company Inc. Profit Sharing Plan (plan 001)
- The Deters Company Inc — all reported plans
- Schillings, Inc. Profit Sharing Plan (plan 001)
- Schillings, Inc. — all reported plans
- Carpathia Management, Inc. Profit Sharing Plan (plan 001)
- Carpathia Management, Inc. — all reported plans
- Bme Services Life And Disabiltiy Plan (plan 501)
- Methodology
- Data sources