Plan5500

Calvert City, 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, Calvert City, KY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $16,453,673 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Calvert City

  • 4 loaded plans hold $16.5M in reported assets across 2 sponsors.
  • The largest, Cc Metals And Alloys, LLC 401(K) Plan, holds 99% of reported Calvert City plan assets.
  • Plans cover 493 participants — about 123 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.5MSummed across loaded plans$16,453,673
Total reported assets$16.5M$16,453,673
Total reported participants493
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.5M total assets
Net assets$16.5MLiabilities$0
Contributions & income
Employer contributions$256.5K
Participant contributions$649K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$900.1K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Calvert City, 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

Calvert City market comparison

Largest plan share of assets99%Cc Metals And Alloys, LLC 401(K) Plan
Participants per plan123Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Calvert City

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

  1. 1
    Cc Metals And Alloys, LLC 401(K) Plan$16.2M
    Cc Metals And Alloys, LLC · 2023
  2. 2
    Mcrm, Inc. - Pension Transfer Trust Plan$245K
    Mcrm, Inc. · 2023
  3. 3
    Cc Metals & Alloys, LLC Health & Welfare Plannot reported in the loaded dataset
    Cc Metals & Alloys, LLC · 2023
  4. 4
    Cc Metals And Alloys, LLC Hourly Plan - Medicalnot reported in the loaded dataset
    Cc Metals And Alloys, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages