Franklin, 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, Franklin, KY has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $39,948,496 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,948,496
- Total reported liabilities (EOY)
- $14,889
- Total reported net assets (EOY)
- $39,933,607
Contributions & income
- Employer contributions
- $1,086,823
- Participant contributions
- $2,435,383
- Total income / additions
- $10,845,523
Expenses & distributions
- Benefits paid / distributions
- $31,208,224
- Total expenses
- $31,443,201
- Net increase / (decrease)
- -$20,597,678
Coverage
- Total reported participants
- 2,867
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Franklin, 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 |
|---|---|---|---|
| Franklin Bank & Trust Company 401(K) Employee Stock Ownership Plan And Trust | Franklin Bank & Trust Company | $19,898,678 | 2023 |
| New Mather Metals, Inc. Franklin Plant 401(K) Plan | New Mather Metals, Inc. | $12,458,378 | 2023 |
| Keystops, LLC Employee Savings Plan | Keystops, LLC | $7,394,329 | 2023 |
| Ajk Investments Inc. 401(K) Plan | Ajk Investments Inc. | $197,111 | 2023 |
| Virtus Precision Tube, LLC Pension Plan | Virtus Precision Tube | $0 | 2023 |
| Toyo Automotive 401(K) Plan | Toyo Automotive Parts ( U.S.A.) | $0 | 2023 |
| Virtus Precision Tube LLC | Virtus Precision Tube LLC | $0 | 2023 |
| Keystops, LLC Employee Welfare Plan | Keystops, LLC | not reported in the loaded dataset | 2023 |
| Fritz Winter North America Medical Plan | Fritz Winter North America Lp | not reported in the loaded dataset | 2023 |
| Rkw North America Health & Welfare Plan | Rkw North America | not reported in the loaded dataset | 2023 |
| New Mather Metals, Inc. Employee Benefit Plan | New Mather Metals, Inc. | not reported in the loaded dataset | 2023 |
| Franklin Precision Industry, Inc. Welfare Benefit Plan | Franklin Precision Industry, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Franklin → · Franklin plans by participants → · Franklin plans with financial data → · Franklin plans with provider compensation → · $1B+ plans in Franklin →
Related Form 5500 pages
- All KY Form 5500 filings
- Franklin Bank & Trust Company 401(K) Employee Stock Ownership Plan And Trust (plan 002)
- Franklin Bank & Trust Company — all reported plans
- New Mather Metals, Inc. Franklin Plant 401(K) Plan (plan 008)
- New Mather Metals, Inc. — all reported plans
- Keystops, LLC Employee Savings Plan (plan 001)
- Keystops, LLC — all reported plans
- Ajk Investments Inc. 401(K) Plan (plan 001)
- Ajk Investments Inc. — all reported plans
- Virtus Precision Tube, LLC Pension Plan (plan 007)
- Virtus Precision Tube — all reported plans
- Toyo Automotive 401(K) Plan (plan 001)
- Toyo Automotive Parts ( U.S.A.) — all reported plans
- Virtus Precision Tube LLC (plan 006)
- Keystops, LLC Employee Welfare Plan (plan 501)
- Fritz Winter North America Medical Plan (plan 501)
- Fritz Winter North America Lp — all reported plans
- Rkw North America Health & Welfare Plan (plan 501)
- Rkw North America — all reported plans
- New Mather Metals, Inc. Employee Benefit Plan (plan 502)
- Franklin Precision Industry, Inc. Welfare Benefit Plan (plan 501)
- Franklin Precision Industry, Inc. — all reported plans
- Methodology
- Data sources