Columbia, 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, Columbia, KY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,047,428 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
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,047,428
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $5,047,428
Contributions & income
- Employer contributions
- $138,843
- Participant contributions
- $347,137
- Total income / additions
- $974,040
Expenses & distributions
- Benefits paid / distributions
- $82,348
- Total expenses
- $84,008
- Net increase / (decrease)
- $890,032
Coverage
- Total reported participants
- 852
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Columbia, 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 |
|---|---|---|---|
| Gaddie Shamrock 401(K) Retirement Savings Plan | Gaddie Shamrock, LLC | $4,577,250 | 2023 |
| Mccloud Inc. 401(K) Plan | Mccloud Inc. | $470,178 | 2023 |
| Lindsey Wilson College, Inc. Employee Medical Benefit Plan | Lindsey Wilson College, Inc. | not reported in the loaded dataset | 2023 |
| Gaddie Shamrock, LLC Welfare Benefit Plan | Gaddie Shamrock, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Columbia → · Columbia plans by participants → · Columbia plans with financial data → · Columbia plans with provider compensation → · $1B+ plans in Columbia →
Related Form 5500 pages
- All KY Form 5500 filings
- Gaddie Shamrock 401(K) Retirement Savings Plan (plan 001)
- Gaddie Shamrock, LLC — all reported plans
- Mccloud Inc. 401(K) Plan (plan 001)
- Mccloud Inc. — all reported plans
- Lindsey Wilson College, Inc. Employee Medical Benefit Plan (plan 501)
- Lindsey Wilson College, Inc. — all reported plans
- Gaddie Shamrock, LLC Welfare Benefit Plan (plan 501)
- Methodology
- Data sources