· 2022–2024 · DOL EFAST2

KENTUCKY BANKERS ASSOCIATION — KENTUCKY BANKERS ASSOCIATION EMPLOYEE'S RETIREMENT, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250826160506NAL0015436560001

KENTUCKY BANKERS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

KENTUCKY BANKERS ASSOCIATION EMPLOYEE'S RETIREMENT

401(k) retirement plan

Active participants

30

Accounts w/ balance

28

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

67

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENTUCKY BANKERS ASSOCIATION.

Plan sponsor

Name

KENTUCKY BANKERS ASSOCIATION

EIN

61-0244750

Address

600 W. MAIN STREET · LOUISVILLE, KY · 40202

Phone

(804) 819-4719

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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