Frankfort, 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, Frankfort, KY has 30 loaded benefit plan(s) reported by 20 plan sponsor(s), with $305,387,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $305,387,674
- Total reported liabilities (EOY)
- $32,509,657
- Total reported net assets (EOY)
- $272,878,017
Contributions & income
- Employer contributions
- $15,939,690
- Participant contributions
- $12,404,972
- Total income / additions
- $65,292,810
Expenses & distributions
- Benefits paid / distributions
- $28,396,493
- Total expenses
- $47,292,314
- Net increase / (decrease)
- $18,000,496
Coverage
- Total reported participants
- 8,043
- Plans with financial statements
- 22
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Frankfort, 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 |
|---|---|---|---|
| Commonwealth Credit Union Pension Plan | Commonwealth Credit Union | $55,661,055 | 2023 |
| Montaplast Of North America Inc 401(K) Plan | Montaplast Of North America Inc | $45,569,291 | 2023 |
| Chamber Business Solutions Trust | Chamber Business Solutions Trust | $36,152,820 | 2023 |
| Topy America, Inc. 401(K) Retirement Plan | Topy America, Inc. | $24,639,339 | 2023 |
| Ihcc Employee Retirement Plan | Investors Heritage Capital Corporation | $18,514,544 | 2023 |
| Commonwealth Credit Union 401(K) Retirement Savings Plan | Commonwealth Credit Union, Inc. | $17,031,024 | 2023 |
| Commonwealth Credit Union 401(K) Retirement Savings Plan | Commonwealth Credit Union, Inc. | $17,031,024 | 2023 |
| Art'S Electric Employee Stock Ownership Plan | Art'S Electric, Inc. | $16,698,545 | 2023 |
| Ihcc 401(K) Retirement Plan | Investors Heritage Capital Corporation | $16,248,820 | 2023 |
| Stockton Mortgage Corporation 401(K) Plan | Stockton Mortgage Corporation | $15,381,807 | 2023 |
| Health Tech Solutions LLC 401(K) Profit Sharing Plan And Trust | Health Tech Solutions LLC | $13,982,552 | 2023 |
| Stewart Home & School, LLC Retirement Plan | Stewart Home & School, LLC | $11,058,060 | 2023 |
| Art'S Electric, Inc. 401(K) Plan | Art'S Electric, Inc. | $8,762,286 | 2023 |
| Texo Enterprises, Inc. Retirement Plan | Texo Enterprises, Inc. | $3,470,915 | 2023 |
| Kentucky School Boards Association 401(K) Profit Sharing Plan | Kentucky School Boards Association | $1,692,902 | 2023 |
| Singularity Security Group LLC 401(K) & Profit Sharing Plan | Singularity Security Group LLC | $1,082,220 | 2023 |
| Kentucky Broadcasters Association Inc. | Kentucky Broadcasters Associataion Inc. | $860,581 | 2023 |
| Kentucky First Federal Bancorp, Inc. Employee Stock Ownership Plan | Kentucky First Federal Bancorp. | $733,389 | 2023 |
| Kentucky Association Of Manufacturers Group Insurance Trust | Kentucky Association Of Manufacturers | $703,736 | 2023 |
| Bagdad Lumber And Laser Inc. Retirement Plan | Bagdad Lumber And Laser Inc. | $112,764 | 2023 |
| M & J Services Group Incorporated 401(K) Profit Sharing Plan | M & J Services Group Incorporated | $0 | 2023 |
| Stockton Mortgage Corporation Cash Balance Pension Plan | Stockton Mortgage Corporation | $0 | 2023 |
| Stockton Mortgage Corporation Welfare Benefits Plan | Stockton Mortgage Corporation | not reported in the loaded dataset | 2023 |
| Montaplast Benefits Plan | Montaplast Of North America, Inc. | not reported in the loaded dataset | 2023 |
| Topy America, Inc. Employee Benefits Plan | Topy America, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Frankfort → · Frankfort plans by participants → · Frankfort plans with financial data → · Frankfort plans with provider compensation → · $1B+ plans in Frankfort →
Related Form 5500 pages
- All KY Form 5500 filings
- Commonwealth Credit Union Pension Plan (plan 003)
- Commonwealth Credit Union — all reported plans
- Montaplast Of North America Inc 401(K) Plan (plan 001)
- Montaplast Of North America Inc — all reported plans
- Chamber Business Solutions Trust (plan 501)
- Chamber Business Solutions Trust — all reported plans
- Topy America, Inc. 401(K) Retirement Plan (plan 001)
- Topy America, Inc. — all reported plans
- Ihcc Employee Retirement Plan (plan 001)
- Investors Heritage Capital Corporation — all reported plans
- Commonwealth Credit Union 401(K) Retirement Savings Plan (plan 005)
- Commonwealth Credit Union 401(K) Retirement Savings Plan (plan 001)
- Art'S Electric Employee Stock Ownership Plan (plan 002)
- Art'S Electric, Inc. — all reported plans
- Ihcc 401(K) Retirement Plan (plan 004)
- Stockton Mortgage Corporation 401(K) Plan (plan 001)
- Stockton Mortgage Corporation — all reported plans
- Health Tech Solutions LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Health Tech Solutions LLC — all reported plans
- Stewart Home & School, LLC Retirement Plan (plan 001)
- Stewart Home & School, LLC — all reported plans
- Art'S Electric, Inc. 401(K) Plan (plan 001)
- Texo Enterprises, Inc. Retirement Plan (plan 001)
- Texo Enterprises, Inc. — all reported plans
- Kentucky School Boards Association 401(K) Profit Sharing Plan (plan 002)
- Kentucky School Boards Association — all reported plans
- Methodology
- Data sources