Plan5500

Union, 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, Union, KY has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $104,436,778 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
8
Latest filing year
2023

What stands out in Union

  • 8 loaded plans hold $104.4M in reported assets across 8 sponsors.
  • The largest, Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust, holds 99% of reported Union plan assets.
  • Plans cover 997 participants — about 125 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$104.5MSummed across loaded plans$104,493,501
Total reported assets$104.4M$104,436,778
Total reported participants997
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$104.4M total assets
Net assets$104.5MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$9.7M
Total income / additions$29.2M
Expenses & distributions
Benefits paid / distributions$6.7M
Total expenses$6.8M
Net increase / (decrease)$22.5M

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation1 / 8 (13%)

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

Union market comparison

Largest plan share of assets99%Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust
Participants per plan125Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Union

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

  1. 1
    Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust$103.1M
    Centric Consulting, LLC · 2023
  2. 2
    Jk Allison Enterprises, Inc. 401k Profit Sharing Plan$407.8K
    Jk Allison Enterprises, Inc. · 2023
  3. 3
    Gb Hilycord, Inc. Profit Sharing Plan$360.8K
    Gb Hilycord, Inc. · 2023
  4. 4
    Mr Bagel Company Retirement Plan$343.8K
    Mr Bagel Company · 2023
  5. 5
    Canonaco Group Inc. Retirement Plan$75.2K
    Canonaco Group Inc. · 2023
  6. 6
    Cs Managers, Inc. Retirement Plan$55K
    Cs Managers, Inc. · 2023
  7. 7
    Bruder Industries, Inc. 401(K) Profit Sharing Plan$47.4K
    Bruder Industries, Inc. · 2023
  8. 8
    Game Of Bones Inc. Retirement Plan$0
    Game Of Bones Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Union, KY?
8 plan(s) reported by 8 sponsor(s) are loaded for Union, KY.

Related Form 5500 pages