Plan5500

Clay 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, Clay City, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $181,113 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 Clay City

  • 2 loaded plans hold $181.1K in reported assets across 1 sponsors.
  • The largest, Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust, holds 100% of reported Clay City plan assets.
  • Plans cover 313 participants — about 157 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$181.1KSummed across loaded plans$181,113
Total reported assets$181.1K$181,113
Total reported participants313
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$181.1K total assets
Net assets$181.1KLiabilities$0
Contributions & income
Employer contributions$79K
Participant contributions$99.8K
Total income / additions$184.6K
Expenses & distributions
Benefits paid / distributions$1.9K
Total expenses$3.5K
Net increase / (decrease)$181.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clay 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

Clay City market comparison

Largest plan share of assets100%Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust
Participants per plan157Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Clay City

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

  1. 1
    Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust$181.1K
    Heritage Millworks LLC · 2023
  2. 2
    Heritage Millworks Employee Benefit Plannot reported in the loaded dataset
    Heritage Millworks, LLC Dba Powell Valley Millwork · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages