Plan5500

Mount Washington, 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, Mount Washington, KY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $159,620 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 Mount Washington

  • 3 loaded plans hold $159.6K in reported assets across 3 sponsors.
  • The largest, Maze, Inc. 401(K) Plan, holds 100% of reported Mount Washington plan assets.
  • Plans cover 128 participants — about 43 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$159.6KSummed across loaded plans$159,620
Total reported assets$159.6K$159,620
Total reported participants128
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$159.6K total assets
Net assets$159.6KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$6.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$87
Net increase / (decrease)$6.3K

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 Mount Washington, 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

Mount Washington market comparison

Largest plan share of assets100%Maze, Inc. 401(K) Plan
Participants per plan43Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mount Washington

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

  1. 1
    Maze, Inc. 401(K) Plan$159.6K
    Maze Inc. · 2023
  2. 2
    Rootix Inc. 401k Profit Sharing Plan$0
    Rootix Inc. · 2023
  3. 3
    Impact Wellness Network, LLC Benefit Plannot reported in the loaded dataset
    Impact Wellness Network, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages