Fisherville, 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, Fisherville, KY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $147,761 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Fisherville

  • 3 loaded plans hold $147.8K in reported assets across 3 sponsors.
  • The largest, S & C Restoration, Inc. 401(K) Plan, holds 94% of reported Fisherville plan assets.
  • Plans cover 4 participants — about 1 per plan.
  • 100% 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$147.8KSummed across loaded plans$147,761
Total reported assets$147.8K$147,761
Total reported participants4
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$147.8K total assets
Net assets$147.8KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$250K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$250K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Fisherville market comparison

Largest plan share of assets94%S & C Restoration, Inc. 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Fisherville

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

  1. 1
    S & C Restoration, Inc. · 2023
  2. 2
    Cole5 Inc. · 2023
  3. 3
    Senior Home Care Services, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fisherville, KY?
3 plan(s) reported by 3 sponsor(s) are loaded for Fisherville, KY.

Related Form 5500 pages