Fort Wright, 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 Wright, KY has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $34,975,646 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,975,646
Total reported liabilities (EOY)
$19,373,944
Total reported net assets (EOY)
$15,601,702

Contributions & income

Employer contributions
$2,233,562
Participant contributions
$2,259,328
Total income / additions
-$9,516,059

Expenses & distributions

Benefits paid / distributions
$3,951,524
Total expenses
$4,075,476
Net increase / (decrease)
-$13,591,535

Coverage

Total reported participants
1,286
Plans with financial statements
3
Plans with provider compensation
2

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

Largest loaded plans in Fort Wright, KY
PlanSponsorReported assets (EOY)Year
Vonlehman & Co., Inc. Employee'S Savings PlanVonlehman & Company, Inc.$28,820,5002023
Current Hr 401(K) PlanCurrent Hr$5,040,1462023
Eason Horticultural Resources, Inc. Employee Stock Ownership PlanEason Horticultural Resources, Inc$1,115,0002023
Vonlehman & Company, Inc. Health And Welfare PlanVonlehman & Company, Inc.not reported in the loaded dataset2023
Used-Car-Parts.ComUsed-Car-Parts.Comnot reported in the loaded dataset2023
Current Hr, LLC Health And Welfare Benefits PlanCurrent Hr, LLCnot reported in the loaded dataset2023

Related Form 5500 pages