Fort Thomas, 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 Thomas, KY has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $22,963,324 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $22,963,324
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $22,963,324
Contributions & income
- Employer contributions
- $1,913,935
- Participant contributions
- $1,091,329
- Total income / additions
- $6,571,821
Expenses & distributions
- Benefits paid / distributions
- $2,829,260
- Total expenses
- $3,525,844
- Net increase / (decrease)
- $3,045,977
Coverage
- Total reported participants
- 359
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Thomas, 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 |
|---|---|---|---|
| Kohrs Lonnemann Heil Engineers, Inc. 401(K) Profit Sharing Plan | Kohrs Lonnemann Heil Engineers, Inc. | $17,124,088 | 2023 |
| Dr. Frederick L. Steinbeck, Psc 401(K) Profit Sharing Plan | Dr. Frederick L. Steinbeck, Psc | $5,634,581 | 2023 |
| Rome Enterprise, Inc. 401(K) Profit Sharing Plan | Rome Enterprise, Inc. | $204,655 | 2023 |
| Kohrs Lonnemann Heil Engineers, Inc. Employee Benefit Plan | Kohrs Lonnemann Heil Engineers, P.S.C. | $0 | 2023 |
| Kohrs Lonnemann Heil Engineers, Inc. Employee Benefit Plan For Prescription Benefits | Kohrs Lonnemann Heil Engineers, P.S.C. | not reported in the loaded dataset | 2023 |
Largest plans in Fort Thomas → · Fort Thomas plans by participants → · Fort Thomas plans with financial data → · Fort Thomas plans with provider compensation → · $1B+ plans in Fort Thomas →
Related Form 5500 pages
- All KY Form 5500 filings
- Kohrs Lonnemann Heil Engineers, Inc. 401(K) Profit Sharing Plan (plan 001)
- Kohrs Lonnemann Heil Engineers, Inc. — all reported plans
- Dr. Frederick L. Steinbeck, Psc 401(K) Profit Sharing Plan (plan 001)
- Dr. Frederick L. Steinbeck, Psc — all reported plans
- Rome Enterprise, Inc. 401(K) Profit Sharing Plan (plan 001)
- Rome Enterprise, Inc. — all reported plans
- Kohrs Lonnemann Heil Engineers, Inc. Employee Benefit Plan (plan 501)
- Kohrs Lonnemann Heil Engineers, Inc. Employee Benefit Plan For Prescription Benefits (plan 503)
- Methodology
- Data sources