Shepherdsville, 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, Shepherdsville, KY has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $74,285,741 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $74,285,741
- Total reported liabilities (EOY)
- $2,895,732
- Total reported net assets (EOY)
- $71,390,009
Contributions & income
- Employer contributions
- $3,086,082
- Participant contributions
- $2,263,994
- Total income / additions
- $14,717,767
Expenses & distributions
- Benefits paid / distributions
- $3,279,654
- Total expenses
- $3,440,843
- Net increase / (decrease)
- $11,276,924
Coverage
- Total reported participants
- 3,825
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shepherdsville, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Whatever It Takes Transmission & Parts, Inc Esop | Whatever It Takes Transmission & Parts, Inc | $49,816,006 | 2023 |
| The Hut Group 401(K) Plan | Thg International LLC (Dba Thg) | $11,584,491 | 2023 |
| Whatever It Takes Transmisson 401(K) Profit Sharing Plan & Trust | Whatever It Takes Transmisson | $9,963,098 | 2023 |
| Todd Arthurs Dba Alpine Home Air Products 401(K) Plan | Todd Arthurs Dba Alpine Home Air Products | $2,871,578 | 2023 |
| Be3 Enterprises Inc. Retirement Plan | Be3 Enterprises Inc. | $50,568 | 2023 |
| The Hut Group Welfare Benefit Plan | Cend,LLC | not reported in the loaded dataset | 2023 |
| Whatever It Takes Transmissions & Parts Inc. Health Plan (Standard) | Whatever It Takes Transmissions & Parts, Inc. | not reported in the loaded dataset | 2023 |
| Speyside Cooperage Kentucky Medical Plan | Speyside Cooperage Kentucky, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Shepherdsville → · Shepherdsville plans by participants → · Shepherdsville plans with financial data → · Shepherdsville plans with provider compensation → · $1B+ plans in Shepherdsville →
Related Form 5500 pages
- All KY Form 5500 filings
- Whatever It Takes Transmission & Parts, Inc Esop (plan 002)
- Whatever It Takes Transmission & Parts, Inc — all reported plans
- The Hut Group 401(K) Plan (plan 001)
- Thg International LLC (Dba Thg) — all reported plans
- Whatever It Takes Transmisson 401(K) Profit Sharing Plan & Trust (plan 001)
- Todd Arthurs Dba Alpine Home Air Products 401(K) Plan (plan 001)
- Todd Arthurs Dba Alpine Home Air Products — all reported plans
- Be3 Enterprises Inc. Retirement Plan (plan 001)
- Be3 Enterprises Inc. — all reported plans
- The Hut Group Welfare Benefit Plan (plan 501)
- Whatever It Takes Transmissions & Parts Inc. Health Plan (Standard) (plan 501)
- Speyside Cooperage Kentucky Medical Plan (plan 502)
- Speyside Cooperage Kentucky, Inc. — all reported plans
- Methodology
- Data sources