Plan5500

Taylorsville, 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, Taylorsville, KY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,150,628 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 Taylorsville

  • 3 loaded plans hold $3.2M in reported assets across 3 sponsors.
  • The largest, Heirloom Traditions Paint Employee Stock Ownership Plan, holds 91% of reported Taylorsville plan assets.
  • Plans cover 34 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-$12MSummed across loaded plans-$11,971,629
Total reported assets$3.2M$3,150,628
Total reported participants34
Total reported liabilities$15.1M$15,122,257

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets-$12MLiabilities$15.1M
Contributions & income
Employer contributions$182K
Participant contributions$0
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$468.8K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Taylorsville market comparison

Largest plan share of assets91%Heirloom Traditions Paint Employee Stock Ownership Plan
Participants per plan11Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Taylorsville

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

  1. 1
    Heirloom Traditions Paint Employee Stock Ownership Plan$2.9M
    Heirloom Traditions Paint · 2023
  2. 2
    Whiteley Enterprises, Inc. 401k Profit Sharing Plan$180.5K
    Whiteley Enterprises, Inc. · 2023
  3. 3
    Downs Mobility, Corp. Profit Sharing Plan$98K
    Downs Mobility, Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages