Hardinsburg, 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, Hardinsburg, KY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,851,313 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,851,313
- Total reported liabilities (EOY)
- $9,575
- Total reported net assets (EOY)
- $11,841,738
Contributions & income
- Employer contributions
- $269,225
- Participant contributions
- $677,015
- Total income / additions
- $2,955,225
Expenses & distributions
- Benefits paid / distributions
- $1,531,771
- Total expenses
- $1,622,608
- Net increase / (decrease)
- $1,332,617
Coverage
- Total reported participants
- 919
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hardinsburg, 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 |
|---|---|---|---|
| Whitworth Tool, Inc. 401(K) Plan | Whitworth Tool, Inc. | $7,834,092 | 2023 |
| Breckinridge Health, Inc, 403(B) Plan | Breckinridge Health, Inc. | $4,017,221 | 2023 |
| Breckinridge Health, Inc. Welfare Benefit Plan | Breckinridge Health, Inc. | not reported in the loaded dataset | 2023 |
| Whitworth Tool, Inc. Employee Benefits Plan | Whitworth Tool, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hardinsburg → · Hardinsburg plans by participants → · Hardinsburg plans with financial data → · Hardinsburg plans with provider compensation → · $1B+ plans in Hardinsburg →
Related Form 5500 pages
- All KY Form 5500 filings
- Whitworth Tool, Inc. 401(K) Plan (plan 001)
- Whitworth Tool, Inc. — all reported plans
- Breckinridge Health, Inc, 403(B) Plan (plan 002)
- Breckinridge Health, Inc. — all reported plans
- Breckinridge Health, Inc. Welfare Benefit Plan (plan 502)
- Whitworth Tool, Inc. Employee Benefits Plan (plan 501)
- Methodology
- Data sources