Whitley City, 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, Whitley City, KY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $24,950,108 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,950,108
- Total reported liabilities (EOY)
- $1,968,262
- Total reported net assets (EOY)
- $22,981,846
Contributions & income
- Employer contributions
- $1,278,727
- Participant contributions
- $132,351
- Total income / additions
- $6,334,233
Expenses & distributions
- Benefits paid / distributions
- $2,826,549
- Total expenses
- $3,066,820
- Net increase / (decrease)
- $3,267,413
Coverage
- Total reported participants
- 215
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitley City, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mccreary Bancshares, Inc. Employee Stock Ownership Plan | Mccreary Bancshares, Inc. | $13,670,043 | 2023 |
| Lumber King, Inc. Employee Stock Ownership Plan | Lumber King, Inc. | $11,218,163 | 2023 |
| Lumber King, Inc. Employee Benefit Plan | Lumber King, Inc. | $61,902 | 2023 |
Largest plans in Whitley City → · Whitley City plans by participants → · Whitley City plans with financial data → · Whitley City plans with provider compensation → · $1B+ plans in Whitley City →
Related Form 5500 pages
- All KY Form 5500 filings
- Mccreary Bancshares, Inc. Employee Stock Ownership Plan (plan 003)
- Mccreary Bancshares, Inc. — all reported plans
- Lumber King, Inc. Employee Stock Ownership Plan (plan 002)
- Lumber King, Inc. — all reported plans
- Lumber King, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources