Plan5500

Burnside, 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, Burnside, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,122,267 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Burnside

  • 2 loaded plans hold $10.1M in reported assets across 1 sponsors.
  • The largest, Merrick Hardwoods Employee Retirement Plan, holds 100% of reported Burnside plan assets.
  • Plans cover 370 participants — about 185 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,122,267
Total reported assets$10.1M$10,122,267
Total reported participants370
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributions$152.2K
Participant contributions$350K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$783K
Total expenses$841.9K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burnside, 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.

Computed from loaded plans

Burnside market comparison

Largest plan share of assets100%Merrick Hardwoods Employee Retirement Plan
Participants per plan185Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Burnside

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Merrick Hardwoods Employee Retirement Plan$10.1M
    Merrick Hardwoods, Inc. · 2023
  2. 2
    Merrick Hardwoods - Benefits Merrick Hardwoodsnot reported in the loaded dataset
    Merrick Hardwoods, Inc. · 2023

Largest plans in Burnside → · Burnside plans by participants → · Burnside plans with financial data → · Burnside plans with provider compensation → · $1B+ plans in Burnside →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Burnside, KY?
2 plan(s) reported by 1 sponsor(s) are loaded for Burnside, KY.

Related Form 5500 pages