Florence, 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, Florence, KY has 33 loaded benefit plan(s) reported by 23 plan sponsor(s), with $431,987,467 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $431,987,467
- Total reported liabilities (EOY)
- $32,932,913
- Total reported net assets (EOY)
- $399,054,554
Contributions & income
- Employer contributions
- $12,018,480
- Participant contributions
- $20,904,412
- Total income / additions
- $101,032,925
Expenses & distributions
- Benefits paid / distributions
- $32,716,108
- Total expenses
- $34,264,581
- Net increase / (decrease)
- $66,768,344
Coverage
- Total reported participants
- 9,066
- Plans with financial statements
- 23
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Florence, 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 |
|---|---|---|---|
| Mazak Employee Shared Savings Plan | Mazak Corporation | $169,969,042 | 2023 |
| Mubea, Inc. 401(K) Retirement Savings Plan | Mubea, Inc. | $76,624,126 | 2023 |
| Balluff, Inc. 401(K) Profit Sharing Plan | Balluff, Inc. | $33,861,339 | 2023 |
| Krauss-Maffei Corporation 401(K) Retirement Saving | Krauss-Maffei Corporation | $33,114,081 | 2023 |
| The Corken Steel Products Company Employee Stock Ownership Plan | The Corken Steel Products Company | $32,451,685 | 2023 |
| The Corken Steel Products Company 401(K) And Profit Sharing Plan | The Corken Steel Products Company | $30,257,167 | 2023 |
| Eagle Financial 401(K) Plan | Eagle Financial Services Inc. | $19,519,517 | 2023 |
| Holland Roofing, Inc. 401(K) Plan | Holland Roofing, Inc. | $9,258,683 | 2023 |
| Riegler Blacktop, Inc. 401(K) Plan | Riegler Blacktop | $7,794,672 | 2023 |
| Wiseway LLC 401k Profit Sharing Plan | Wiseway LLC | $4,385,236 | 2023 |
| Kona Ice, Inc. 401(K) Psp Retirement Plan | Kona Ice, Inc | $3,360,821 | 2023 |
| Franchise Management 401(K) Plan | Franchise Management, LLC | $2,823,678 | 2023 |
| Morris & Bressler, P.S.C. Profit Sharing Plan | Morris & Bressler, P.S.C. | $2,816,743 | 2023 |
| Lingo Manufacturing Co., Inc. 401(K) Plan | Lingo Manufacturing Company, Inc. | $2,342,514 | 2023 |
| Fabritec International Corp. Cash Or Deferred Profit Sharing Plan | Fabritec International Corporation | $1,739,378 | 2023 |
| Bob And Don LLC Retirement Plan | Bob And Don LLC | $583,941 | 2023 |
| Klb3 Investments Inc. Retirement Plan | Klb3 Investments Inc. | $531,484 | 2023 |
| Elizabeth Ryan, Inc. 401(K) Profit Sharing Plan | Elizabeth Ryan, Inc. | $178,177 | 2023 |
| Flair Flower Bar Inc. 401(K) Plan | Flair Flower Bar Inc. | $175,821 | 2023 |
| Roma Of Florence, Inc. 401(K) Plan | Roma Of Florence, Inc. | $117,956 | 2023 |
| Jabby Enterprises Inc. Retirement Plan | Jabby Enterprises Inc. | $68,971 | 2023 |
| Millson Walker Investments Inc. Profit Sharing Plan | Millson Walker Investments Inc | $12,435 | 2023 |
| Lca Group LLC Health And Welfare Plan | Lca Group LLC | $0 | 2023 |
| Mazak Corporation Health & Benefits Plan | Mazak Corporation | not reported in the loaded dataset | 2023 |
| Eagle Financial Services, Inc. | Eagle Financial Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Florence → · Florence plans by participants → · Florence plans with financial data → · Florence plans with provider compensation → · $1B+ plans in Florence →
Related Form 5500 pages
- All KY Form 5500 filings
- Mazak Employee Shared Savings Plan (plan 002)
- Mazak Corporation — all reported plans
- Mubea, Inc. 401(K) Retirement Savings Plan (plan 001)
- Mubea, Inc. — all reported plans
- Balluff, Inc. 401(K) Profit Sharing Plan (plan 001)
- Balluff, Inc. — all reported plans
- Krauss-Maffei Corporation 401(K) Retirement Saving (plan 001)
- Krauss-Maffei Corporation — all reported plans
- The Corken Steel Products Company Employee Stock Ownership Plan (plan 002)
- The Corken Steel Products Company — all reported plans
- The Corken Steel Products Company 401(K) And Profit Sharing Plan (plan 001)
- Eagle Financial 401(K) Plan (plan 001)
- Eagle Financial Services Inc. — all reported plans
- Holland Roofing, Inc. 401(K) Plan (plan 001)
- Holland Roofing, Inc. — all reported plans
- Riegler Blacktop, Inc. 401(K) Plan (plan 001)
- Riegler Blacktop — all reported plans
- Wiseway LLC 401k Profit Sharing Plan (plan 001)
- Wiseway LLC — all reported plans
- Kona Ice, Inc. 401(K) Psp Retirement Plan (plan 001)
- Kona Ice, Inc — all reported plans
- Franchise Management 401(K) Plan (plan 001)
- Franchise Management, LLC — all reported plans
- Morris & Bressler, P.S.C. Profit Sharing Plan (plan 001)
- Morris & Bressler, P.S.C. — all reported plans
- Lingo Manufacturing Co., Inc. 401(K) Plan (plan 001)
- Lingo Manufacturing Company, Inc. — all reported plans
- Fabritec International Corp. Cash Or Deferred Profit Sharing Plan (plan 002)
- Fabritec International Corporation — all reported plans
- Methodology
- Data sources