Plan5500

Harold, 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, Harold, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,607,034 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Harold

  • 2 loaded plans hold $11.6M in reported assets across 1 sponsors.
  • The largest, Gearheart Communications Company, Inc. 401(K) Plan, holds 100% of reported Harold plan assets.
  • Plans cover 279 participants — about 140 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.6MSummed across loaded plans$11,607,034
Total reported assets$11.6M$11,607,034
Total reported participants279
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.6M total assets
Net assets$11.6MLiabilities$0
Contributions & income
Employer contributions$582.4K
Participant contributions$355K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$649.7K
Total expenses$700.6K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harold, 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.

Computed from loaded plans

Harold market comparison

Largest plan share of assets100%Gearheart Communications Company, Inc. 401(K) Plan
Participants per plan140Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Harold

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gearheart Communications Company, Inc. 401(K) Plan$11.6M
    Gearheart Communications Company, Inc. · 2023
  2. 2
    Gearheart Communications, Inc. Medical Plannot reported in the loaded dataset
    Gearheart Communications, Inc. · 2023

Largest plans in Harold → · Harold plans by participants → · Harold plans with financial data → · Harold plans with provider compensation → · $1B+ plans in Harold →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harold, KY?
2 plan(s) reported by 1 sponsor(s) are loaded for Harold, KY.

Related Form 5500 pages