Dunnville, 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, Dunnville, KY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,639,411 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,639,411
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $19,639,411
Contributions & income
- Employer contributions
- $536,704
- Participant contributions
- $1,217,808
- Total income / additions
- $5,109,424
Expenses & distributions
- Benefits paid / distributions
- $4,084,370
- Total expenses
- $4,202,259
- Net increase / (decrease)
- $907,165
Coverage
- Total reported participants
- 2,141
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dunnville, 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 |
|---|---|---|---|
| Tarter Gate Company 401(K) Plan | Tarter Management | $11,405,980 | 2023 |
| Neat Companies 401(K) Plan | Neat & Wilson, Inc | $8,233,431 | 2023 |
| Tarter Gate Company, LLC Health & Welfare Benefit Plan | Tarter Gate Company, LLC | not reported in the loaded dataset | 2023 |
| Neat & Wilson, Inc. Health & Welfare Plan | Neat & Wilson, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Dunnville → · Dunnville plans by participants → · Dunnville plans with financial data → · Dunnville plans with provider compensation → · $1B+ plans in Dunnville →
Related Form 5500 pages
- All KY Form 5500 filings
- Tarter Gate Company 401(K) Plan (plan 001)
- Tarter Management — all reported plans
- Neat Companies 401(K) Plan (plan 001)
- Neat & Wilson, Inc — all reported plans
- Tarter Gate Company, LLC Health & Welfare Benefit Plan (plan 501)
- Neat & Wilson, Inc. Health & Welfare Plan (plan 502)
- Methodology
- Data sources