Plan5500

So. Williamson, 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, So. Williamson, KY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,929,355 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in So. Williamson

  • 1 loaded plans hold $1.9M in reported assets across 1 sponsors.
  • The largest, Lambert Eyecare Associates, P.S.C. Profit Sharing Plan, holds 100% of reported So. Williamson plan assets.
  • Plans cover 11 participants — about 11 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$1.9MSummed across loaded plans$1,929,355
Total reported assets$1.9M$1,929,355
Total reported participants11
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities—
Contributions & income
Employer contributions$10K
Participant contributionsNot reported
Total income / additions$247.4K
Expenses & distributions
Benefits paid / distributions$151.8K
Total expenses$183.6K
Net increase / (decrease)$63.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for So. Williamson, 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

So. Williamson market comparison

Largest plan share of assets100%Lambert Eyecare Associates, P.S.C. Profit Sharing Plan
Participants per plan11Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in So. Williamson

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

  1. 1
    Lambert Eyecare Associates, P.S.C. Profit Sharing Plan$1.9M
    Lambert Eyecare Associates, P.S.C · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for So. Williamson, KY?
1 plan(s) reported by 1 sponsor(s) are loaded for So. Williamson, KY.

Related Form 5500 pages