Plan5500

Louisa, 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, Louisa, KY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,194,546 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

What stands out in Louisa

  • 4 loaded plans hold $3.2M in reported assets across 3 sponsors.
  • The largest, Addiction Recovery Care LLC 401(K) Plan, holds 99% of reported Louisa plan assets.
  • Plans cover 1,428 participants — about 357 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,194,546
Total reported assets$3.2M$3,194,546
Total reported participants1.4K1,428
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$520.8K
Participant contributions$840.3K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$235.6K
Total expenses$301.8K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Louisa market comparison

Largest plan share of assets99%Addiction Recovery Care LLC 401(K) Plan
Participants per plan357Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Louisa

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

  1. 1
    Addiction Recovery Care LLC 401(K) Plan$3.2M
    Addiction Recovery Care LLC · 2023
  2. 2
    Telecom Savings Consultants Corp. 401k Profit Sharing Plan$33.6K
    Telecom Savings Consultants Corp. · 2023
  3. 3
    Brown Foodservice, Inc. Group Life & Short Term Disability Plannot reported in the loaded dataset
    Brown Foodservice, Inc. · 2023
  4. 4
    Brown Foodservice, Inc. Group Dental Plannot reported in the loaded dataset
    Brown Foodservice, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Louisa, KY?
4 plan(s) reported by 3 sponsor(s) are loaded for Louisa, KY.

Related Form 5500 pages