Plan5500

West Liberty, 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, West Liberty, KY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,125,025 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in West Liberty

  • 4 loaded plans hold $23.1M in reported assets across 3 sponsors.
  • The largest, The Wells Group, LLC Profit Sharing Plan, holds 57% of reported West Liberty plan assets.
  • Plans cover 824 participants — about 206 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.1MSummed across loaded plans$23,125,025
Total reported assets$23.1M$23,125,025
Total reported participants824
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.1M total assets
Net assets$23.1MLiabilities$0
Contributions & income
Employer contributions$3.1M
Participant contributions$85.8K
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

West Liberty market comparison

Largest plan share of assets57%The Wells Group, LLC Profit Sharing Plan
Participants per plan206Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in West Liberty

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

  1. 1
    The Wells Group, LLC Profit Sharing Plan$13.3M
    The Wells Group, LLC · 2023
  2. 2
    Commercial Bancshares Savings And Employee Stock Ownership Plan And Trust Agreement$9.8M
    Commercial Bancshares, Inc. · 2023
  3. 3
    The Wells Group, LLC Premium Only Plannot reported in the loaded dataset
    The Wells Group, LLC · 2023
  4. 4
    Gateway Community Action Health And Welfare Benefit Plannot reported in the loaded dataset
    Gateway Community Action · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages