Georgetown, 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, Georgetown, KY has 34 loaded benefit plan(s) reported by 21 plan sponsor(s), with $170,113,116 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 21
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $170,113,116
- Total reported liabilities (EOY)
- $52,730
- Total reported net assets (EOY)
- $170,060,386
Contributions & income
- Employer contributions
- $5,142,688
- Participant contributions
- $8,777,191
- Total income / additions
- $36,566,454
Expenses & distributions
- Benefits paid / distributions
- $14,205,598
- Total expenses
- $15,070,870
- Net increase / (decrease)
- $21,495,584
Coverage
- Total reported participants
- 20,409
- Plans with financial statements
- 17
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Georgetown, 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 |
|---|---|---|---|
| Georgetown College Defined Contribution Plan | Georgetown College | $55,828,279 | 2023 |
| Vuteq Corporation Retirement Readiness 401(K) Plan | Vuteq Usa, Inc. | $21,990,591 | 2023 |
| Minova Usa Inc. 401(K) Plan | Minova Usa Inc. | $16,971,458 | 2023 |
| Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan | Toyota Tsusho America, Inc. | $16,799,107 | 2023 |
| Minova Usa, Inc. Pension Plan For Salaried Employees | Minova Usa, Inc. | $13,440,019 | 2023 |
| Aichi Forge Usa, Inc. 401(K) Plan | Aichi Forge Usa, Inc. | $10,993,531 | 2023 |
| Industrial Tech Services Inc 401(K) Plan | Industrial Tech Services Inc | $9,772,734 | 2023 |
| International Crankshaft, Inc. 401(K) Plan | International Crankshaft, Inc. | $9,462,470 | 2023 |
| Qualex Manufacturing LLC 401k Profit Sharing Plan | Qualex Manufacturing | $8,066,928 | 2023 |
| H & R Mechanical Contractors, Inc. 401(K) Profit Sharing Plan | H & R Mechanical Contractors, Inc. | $2,572,217 | 2023 |
| Georgetown Internal Medicine 401(K) Profit Sharing Plan | Georgetown Internal Medicine | $2,119,878 | 2023 |
| Minova Usa, Inc. Pension Plan For Hourly Employees | Minova Usa, Inc. | $1,917,926 | 2023 |
| Tmm Team Member Activities Association, Inc. Benevolent Fund | Tmm Team Member Activities Association, Inc. | $116,830 | 2023 |
| Fa Squared, Inc. Profit Sharing Plan | Fa Squared, Inc. | $47,807 | 2023 |
| Williams Roche Opticians Corp. 401(K) Plan | Williams Roche Opticians Corp. | $13,341 | 2023 |
| Conundrum Inc. Retirement Plan | Conundrum Inc. | $0 | 2023 |
| Equine Retirement Plan | Equine Investments, Inc. | $0 | 2023 |
| Welfare Plan For Employees Of Vascor, Ltd | Vascor, Ltd | not reported in the loaded dataset | 2023 |
| Toyota Tsusho America Employee Welfare Benefit Plan | Toyota Tsusho America, Inc. | not reported in the loaded dataset | 2023 |
| Diversity-Vuteq Employee Benefit Plans | Diversity-Vuteq, LLC | not reported in the loaded dataset | 2023 |
| Diversity-Vuteq Employee Benefits Plan | Diversity-Vuteq, LLC | not reported in the loaded dataset | 2023 |
| Aichi Forge Usa, Inc. Group Benefit Plan | Aichi Forge Usa, Inc. | not reported in the loaded dataset | 2023 |
| Minova Usa Inc. Health & Welfare Benefits Plan | Minova Usa Inc. | not reported in the loaded dataset | 2023 |
| Vascor Transport Employee Benefit Plan | Vascor Transport, Ltd. | not reported in the loaded dataset | 2023 |
| International Crankshaft, Inc. Benefit Plan | International Crankshaft, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Georgetown → · Georgetown plans by participants → · Georgetown plans with financial data → · Georgetown plans with provider compensation → · $1B+ plans in Georgetown →
Related Form 5500 pages
- All KY Form 5500 filings
- Georgetown College Defined Contribution Plan (plan 001)
- Georgetown College — all reported plans
- Vuteq Corporation Retirement Readiness 401(K) Plan (plan 001)
- Vuteq Usa, Inc. — all reported plans
- Minova Usa Inc. 401(K) Plan (plan 003)
- Minova Usa Inc. — all reported plans
- Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan (plan 333)
- Toyota Tsusho America, Inc. — all reported plans
- Minova Usa, Inc. Pension Plan For Salaried Employees (plan 010)
- Aichi Forge Usa, Inc. 401(K) Plan (plan 001)
- Aichi Forge Usa, Inc. — all reported plans
- Industrial Tech Services Inc 401(K) Plan (plan 001)
- Industrial Tech Services Inc — all reported plans
- International Crankshaft, Inc. 401(K) Plan (plan 001)
- International Crankshaft, Inc. — all reported plans
- Qualex Manufacturing LLC 401k Profit Sharing Plan (plan 001)
- Qualex Manufacturing — all reported plans
- H & R Mechanical Contractors, Inc. 401(K) Profit Sharing Plan (plan 001)
- H & R Mechanical Contractors, Inc. — all reported plans
- Georgetown Internal Medicine 401(K) Profit Sharing Plan (plan 001)
- Georgetown Internal Medicine — all reported plans
- Minova Usa, Inc. Pension Plan For Hourly Employees (plan 011)
- Tmm Team Member Activities Association, Inc. Benevolent Fund (plan 501)
- Tmm Team Member Activities Association, Inc. — all reported plans
- Fa Squared, Inc. Profit Sharing Plan (plan 001)
- Fa Squared, Inc. — all reported plans
- Williams Roche Opticians Corp. 401(K) Plan (plan 001)
- Williams Roche Opticians Corp. — all reported plans
- Methodology
- Data sources