Plan5500

Irvington, 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, Irvington, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $26,670,491 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 Irvington

  • 2 loaded plans hold $26.7M in reported assets across 1 sponsors.
  • The largest, First Breckinridge Bancshares, Inc. Retirement Plan, holds 100% of reported Irvington plan assets.
  • Plans cover 784 participants — about 392 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$26.7MSummed across loaded plans$26,670,491
Total reported assets$26.7M$26,670,491
Total reported participants784
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$26.7M total assets
Net assets$26.7MLiabilities—
Contributions & income
Employer contributions$727.5K
Participant contributions$1.2M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$861.5K
Total expenses$914.1K
Net increase / (decrease)$3.8M

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 Irvington, 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

Irvington market comparison

Largest plan share of assets100%First Breckinridge Bancshares, Inc. Retirement Plan
Participants per plan392Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Irvington

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

  1. 1
    First Breckinridge Bancshares, Inc. Retirement Plan$26.7M
    First Breckinridge Bancshares, Inc. · 2023
  2. 2
    First Breckinridge Bancsharesnot reported in the loaded dataset
    First Breckinridge Bancshares · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages