Hodgenville, 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, Hodgenville, KY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,484,713 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
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,484,713
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,484,713

Contributions & income

Employer contributions
$396,451
Participant contributions
$1,145,290
Total income / additions
$3,941,487

Expenses & distributions

Benefits paid / distributions
$1,797,987
Total expenses
$1,839,710
Net increase / (decrease)
$2,101,777

Coverage

Total reported participants
1,310
Plans with financial statements
2
Plans with provider compensation
3

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

Largest loaded plans in Hodgenville, KY
PlanSponsorReported assets (EOY)Year
Magnolia Bank Retirement Savings PlanMagnolia Bank$13,722,3572023
Nationwide Uniform Corporation Retirement PlanNationwide Uniform Corporation$9,762,3562023
Magnolia Bank, Incorporated Employee Benefits PlanMagnolia Bank, Incorporatednot reported in the loaded dataset2023
Lincoln National Bank Health & Welfare PlanLincoln National Banknot reported in the loaded dataset2023

Related Form 5500 pages