Fort Mitchell, 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, Fort Mitchell, KY has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $157,675,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $157,675,085
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $157,675,085
Contributions & income
- Employer contributions
- $6,648,080
- Participant contributions
- $8,048,951
- Total income / additions
- $40,801,761
Expenses & distributions
- Benefits paid / distributions
- $9,195,452
- Total expenses
- $9,448,689
- Net increase / (decrease)
- $31,353,072
Coverage
- Total reported participants
- 1,592
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Mitchell, 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 |
|---|---|---|---|
| The Drees Company Profit Sharing Plan | The Drees Company | $147,267,365 | 2023 |
| T.L. Ashford & Associates 401(K) Plan | T.L. Ashford & Associates | $5,836,910 | 2023 |
| The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan | Elmer T. Herzog Jewelry, Inc. | $3,921,286 | 2023 |
| Noky Yellow Cat Incorporated 401(K) Profit Sharing Plan | Noky Yellow Cat Incorporated | $649,524 | 2023 |
| Forty-One Adventures, Inc 401(K) Plan | Forty One Adventures, Inc | $0 | 2023 |
| Nky Chamber Professional Services Sub-Association, Ltd Group Health Benefit Plan | Nky Chamber Professional Services Sub-Association, Ltd | not reported in the loaded dataset | 2023 |
| Nky Chamber Mining, Construction & Manufacturing Sub-Association, Ltd Group Health Benefit Plan | Nky Chamber Mining, Construction & Manufacturing Sub-Association, Ltd | not reported in the loaded dataset | 2023 |
Largest plans in Fort Mitchell → · Fort Mitchell plans by participants → · Fort Mitchell plans with financial data → · Fort Mitchell plans with provider compensation → · $1B+ plans in Fort Mitchell →
Related Form 5500 pages
- All KY Form 5500 filings
- The Drees Company Profit Sharing Plan (plan 001)
- The Drees Company — all reported plans
- T.L. Ashford & Associates 401(K) Plan (plan 001)
- T.L. Ashford & Associates — all reported plans
- The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan (plan 001)
- Elmer T. Herzog Jewelry, Inc. — all reported plans
- Noky Yellow Cat Incorporated 401(K) Profit Sharing Plan (plan 001)
- Noky Yellow Cat Incorporated — all reported plans
- Forty-One Adventures, Inc 401(K) Plan (plan 001)
- Forty One Adventures, Inc — all reported plans
- Nky Chamber Professional Services Sub-Association, Ltd Group Health Benefit Plan (plan 501)
- Nky Chamber Professional Services Sub-Association, Ltd — all reported plans
- Nky Chamber Mining, Construction & Manufacturing Sub-Association, Ltd Group Health Benefit Plan (plan 501)
- Nky Chamber Mining, Construction & Manufacturing Sub-Association, Ltd — all reported plans
- Methodology
- Data sources