Kentucky Wesleyan College — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kentucky Wesleyan College (EIN 61-0466713) is a plan sponsor located in Owensboro, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-0466713
Location
Owensboro, KY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kentucky Wesleyan College

  • 2 loaded plans hold $16.6M in reported assets.
  • The largest, Kentucky Wesleyan College Dc Retirement Plan, holds 56% of this company's reported plan assets.
  • Plans cover 626 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.6MSummed across loaded plans$16,647,515
Total reported assets$16.6M$16,647,515
Total reported participants626
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$16.6MLiabilities$0
Contributions & income
Employer contributions$213.3K
Participant contributions$370.5K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$827.6K
Total expenses$827.6K
Net increase / (decrease)$2M

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 this company's 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

Portfolio comparison

Largest plan share of assets56%Kentucky Wesleyan College Dc Retirement Plan
Participants per plan313Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 432 participants · 2023
  2. 2
    Plan #002 · 194 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kentucky Wesleyan College. Open one for its full reported snapshot.

  1. 2023
    Kentucky Wesleyan College Dc Retirement Plan432 participants · 2Sch H
    View filing →
  2. 2023
    Kentucky Wesleyan College Tda Plan194 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kentucky Wesleyan College report on Form 5500?
Kentucky Wesleyan College (EIN 61-0466713) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kentucky Wesleyan College?
The Employer Identification Number (EIN) reported for Kentucky Wesleyan College is 61-0466713.
What is the latest Form 5500 filing year for Kentucky Wesleyan College?
The latest loaded Form 5500 filing year for Kentucky Wesleyan College is 2023.

Related Form 5500 pages