Plan5500

Simpsonville, 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, Simpsonville, KY has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,419,968 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Simpsonville

  • 5 loaded plans hold $12.4M in reported assets across 3 sponsors.
  • The largest, F.B. Purnell Sausage Co., Inc. 401(K) Plan, holds 67% of reported Simpsonville plan assets.
  • Plans cover 1,121 participants — about 224 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.4MSummed across loaded plans$12,419,968
Total reported assets$12.4M$12,419,968
Total reported participants1.1K1,121
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.4M total assets
Net assets$12.4MLiabilities$0
Contributions & income
Employer contributions$618.7K
Participant contributions$592.7K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$849K

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Simpsonville market comparison

Largest plan share of assets67%F.B. Purnell Sausage Co., Inc. 401(K) Plan
Participants per plan224Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Simpsonville

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

  1. 1
    F.B. Purnell Sausage Co., Inc. 401(K) Plan$8.3M
    F.B. Purnell Sausage Co, Inc. · 2023
  2. 2
    Automotive Transport Union Plan$4.1M
    Valiant Management, LLC · 2023
  3. 3
    Valiant Management & Holdings, LLC Welfare Benefit Plannot reported in the loaded dataset
    Valiant Management & Holdings, LLC · 2023
  4. 4
    Neff Packaging Solutions, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Neff Packaging Solutions, Inc. · 2023
  5. 5
    Fb Purnell Sausage Company Inc. Wrap Plannot reported in the loaded dataset
    Fb Purnell Sausage Company Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages