Plan5500

New Concord, 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, New Concord, KY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,011,441 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
2
Latest filing year
2023

What stands out in New Concord

  • 2 loaded plans hold $1M in reported assets across 2 sponsors.
  • The largest, Lake Life Dreamz Inc. 401(K) Plan, holds 53% of reported New Concord plan assets.
  • Plans cover 4 participants — about 2 per plan.
  • 100% 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$1MSummed across loaded plans$1,011,441
Total reported assets$1M$1,011,441
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$17.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$17.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

New Concord market comparison

Largest plan share of assets53%Lake Life Dreamz Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Concord

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

  1. 1
    Lake Life Dreamz Inc. 401(K) Plan$537.8K
    Lake Life Dreamz Inc. · 2023
  2. 2
    Laid Back Living Inc. 401(K) Plan$473.6K
    Laid Back Living Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages