Plan5500

Middlesboro, 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, Middlesboro, KY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,088,691 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Middlesboro

  • 3 loaded plans hold $16.1M in reported assets across 3 sponsors.
  • The largest, First State Bank Of The Southeast, Inc. 401(K) Profit Sharing Plan, holds 55% of reported Middlesboro plan assets.
  • Plans cover 345 participants — about 115 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.1MSummed across loaded plans$16,088,691
Total reported assets$16.1M$16,088,691
Total reported participants345
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.1M total assets
Net assets$16.1MLiabilities$0
Contributions & income
Employer contributions$426.1K
Participant contributions$620.8K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$542.3K
Total expenses$548.8K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Middlesboro market comparison

Largest plan share of assets55%First State Bank Of The Southeast, Inc. 401(K) Profit Sharing Plan
Participants per plan115Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Middlesboro

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

  1. 1
    First State Bank Of The Southeast, Inc. 401(K) Profit Sharing Plan$8.8M
    First State Bank Of The Southeast, Inc. · 2023
  2. 2
    Hearthside Bank Corporation 401(K)/Employee Stock Ownership Plan$7.3M
    Hearthside Bank Corporation · 2023
  3. 3
    Middlesboro Coca-Cola Bottling Welfare Benefit Plannot reported in the loaded dataset
    Middlesboro Coca-Cola Bottling Works, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages