Plan5500

Carthage, 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, Carthage, TN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,689,422 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
4
Latest filing year
2023

What stands out in Carthage

  • 4 loaded plans hold $1.7M in reported assets across 4 sponsors.
  • The largest, Rackley Solutions, LLC 401(K) Profit Sharing Plan, holds 99% of reported Carthage plan assets.
  • Plans cover 578 participants — about 145 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,689,422
Total reported assets$1.7M$1,689,422
Total reported participants578
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$115.3K
Participant contributions$230.1K
Total income / additions$528.6K
Expenses & distributions
Benefits paid / distributions$170.4K
Total expenses$172.2K
Net increase / (decrease)$356.4K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carthage, 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.

Computed from loaded plans

Carthage market comparison

Largest plan share of assets99%Rackley Solutions, LLC 401(K) Profit Sharing Plan
Participants per plan145Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Carthage

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

  1. 1
    Rackley Solutions, LLC 401(K) Profit Sharing Plan$1.7M
    Rackley Solutions, LLC · 2023
  2. 2
    Gibbs Sheahan Corp. 401(K) Profit Sharing Plan$22.2K
    Gibbs Sheahan Corp. · 2023
  3. 3
    Upper Cumberland Electric Membership Corporation Employee Benefit Plannot reported in the loaded dataset
    Upper Cumberland Electric Membershi · 2023
  4. 4
    Rackley Roofing Company, Inc. Wrapnot reported in the loaded dataset
    Rackley Roofing Company, Inc · 2023

Largest plans in Carthage → · Carthage plans by participants → · Carthage plans with financial data → · Carthage plans with provider compensation → · $1B+ plans in Carthage →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carthage, TN?
4 plan(s) reported by 4 sponsor(s) are loaded for Carthage, TN.

Related Form 5500 pages