Plan5500

Vine Grove, 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, Vine Grove, KY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,240,635 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Vine Grove

  • 2 loaded plans hold $11.2M in reported assets across 2 sponsors.
  • The largest, Phillips Brothers Construction Employee Stock Ownership Plan, holds 97% of reported Vine Grove plan assets.
  • Plans cover 64 participants — about 32 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-$1.2MSummed across loaded plans-$1,183,988
Total reported assets$11.2M$11,240,635
Total reported participants64
Total reported liabilities$12.4M$12,424,623

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets-$1.2MLiabilities$12.4M
Contributions & income
Employer contributions$607.9K
Participant contributions$0
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$5K
Total expenses$291.7K
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Vine Grove market comparison

Largest plan share of assets97%Phillips Brothers Construction Employee Stock Ownership Plan
Participants per plan32Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Vine Grove

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

  1. 1
    Phillips Brothers Construction Employee Stock Ownership Plan$10.9M
    Phillips Brothers Construction, Inc. · 2023
  2. 2
    Meade Metals, Inc. 401(K) Plan$376.6K
    Meade Metals, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Vine Grove, KY?
2 plan(s) reported by 2 sponsor(s) are loaded for Vine Grove, KY.

Related Form 5500 pages