Blountville, TN 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, Blountville, TN has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $32,839,606 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $32,839,606
- Total reported liabilities (EOY)
- $3,875,745
- Total reported net assets (EOY)
- $28,963,861
Contributions & income
- Employer contributions
- $2,418,376
- Participant contributions
- $742,226
- Total income / additions
- $7,613,798
Expenses & distributions
- Benefits paid / distributions
- $1,866,645
- Total expenses
- $1,890,958
- Net increase / (decrease)
- $5,722,840
Coverage
- Total reported participants
- 902
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Blountville, TN 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 |
|---|---|---|---|
| Jasa Employee Stock Ownership Plan | J.A. Street & Associates | $14,712,149 | 2023 |
| J. A. Street & Associates 401(K) Profit Sharing Plan And Trust | J.A. Street & Associates | $10,351,880 | 2023 |
| Heritage Family Funeral Services 401(K) Plan | Heritage Operating LLC | $7,775,577 | 2023 |
| Heritage Family Funeral Services | Heritage Operating, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Blountville → · Blountville plans by participants → · Blountville plans with financial data → · Blountville plans with provider compensation → · $1B+ plans in Blountville →
Related Form 5500 pages
- All TN Form 5500 filings
- Jasa Employee Stock Ownership Plan (plan 002)
- J.A. Street & Associates — all reported plans
- J. A. Street & Associates 401(K) Profit Sharing Plan And Trust (plan 001)
- Heritage Family Funeral Services 401(K) Plan (plan 101)
- Heritage Operating LLC — all reported plans
- Heritage Family Funeral Services (plan 501)
- Methodology
- Data sources