401(k)
2022 plan-year 401(k) DOL Form 5500

First Breckinridge Bancshares, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by First Breckinridge Bancshares, Inc. · Kentucky · Finance & Insurance

What the 2023 filing shows

First Breckinridge Bancshares, Inc. Retirement Plan holds $23M for 345 participants — about $66,208 per participant, down 10.0% over the 2022 plan year.

$23M
total plan assets (2022 EOY)
345
covered participants
$66,208
avg assets per participant
-10.0%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$23M
Participants
345
State
Industry
Finance & Insurance

What the Filing Says About First Breckinridge Bancshares, Inc. Retirement Plan

First Breckinridge Bancshares, Inc. Retirement Plan is a 401(k) retirement plan sponsored by First Breckinridge Bancshares, Inc., headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 345 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 611035990, and the plan has been effective since 1997-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2022 to $23M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-2,526,175 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$-2,526,175
Plan Type401(k)
Employer EIN611035990
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Breckinridge Bancshares, Inc.)

Year Plans Participants Total Assets
2022 1 345 $23M
2023 1 362 $27M
2024 1 375 $30M

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the First Breckinridge Bancshares, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, First Breckinridge Bancshares, Inc. Retirement Plan holds $23M in total assets with 345 participants. It is sponsored by First Breckinridge Bancshares, Inc..
What type of plan is First Breckinridge Bancshares, Inc. Retirement Plan?
First Breckinridge Bancshares, Inc. Retirement Plan is a 401(k) plan. It has been effective since 1997-09-01. The plan is filed with the U.S. Department of Labor under EIN 611035990.
Who sponsors the First Breckinridge Bancshares, Inc. Retirement Plan?
First Breckinridge Bancshares, Inc. Retirement Plan is sponsored by First Breckinridge Bancshares, Inc., located in Kentucky. The sponsor's EIN is 611035990 and the plan operates in the Finance & Insurance industry.
How did First Breckinridge Bancshares, Inc. Retirement Plan perform in 2022?
First Breckinridge Bancshares, Inc. Retirement Plan declined by 10.0% during 2022, moving from $25M to $23M in total assets. Net income was $-2,526,175.
Where can I find official filings for First Breckinridge Bancshares, Inc. Retirement Plan?
Official Form 5500 filings for First Breckinridge Bancshares, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611035990 or plan name at efast.dol.gov.
How does First Breckinridge Bancshares, Inc. Retirement Plan compare to other plans?
You can compare First Breckinridge Bancshares, Inc. Retirement Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 611035990.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.