Greeneville, 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, Greeneville, TN has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $173,989,507 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$173,989,507
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$173,989,507

Contributions & income

Employer contributions
$8,799,717
Participant contributions
$18,398,145
Total income / additions
$51,271,172

Expenses & distributions

Benefits paid / distributions
$26,867,673
Total expenses
$27,879,428
Net increase / (decrease)
$23,391,744

Coverage

Total reported participants
12,229
Plans with financial statements
11
Plans with provider compensation
8

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

Largest loaded plans in Greeneville, TN
PlanSponsorReported assets (EOY)Year
Forward Air Corporation 401(K) PlanForward Air Corporation$126,078,5152023
Unaka Company 401(K) Profit Sharing PlanUnaka Company, Inc$35,621,4162023
Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing PlanGreeneville Oil & Petroleum, Inc.$3,936,2512023
Comcare, Inc. 401(K) PlanComcare, Inc.$3,092,5452023
Lusa Associates/Ultima Services 401(K) PlanLusa Associates Inc.$2,011,8082023
Diamond G. Employee Benefit PlanUnaka Company, Inc.$897,4102023
Precision Turning Specialties Inc. 401(K) PlanPrecision Turning Specialties, Inc$860,1432023
Heritage Community Bank Employee Stock Ownership PlanHeritage Community Bank$642,7022023
Thompson & Associates Inc. 401(K) PlanThompson & Associates Inc.$468,5132023
Greeneville Collection Service Inc. Retirement Plan & TrustGreeneville Collection Service, In$380,2042023
Golden Tent Corporation 401(K) PlanGolden Tent Corporation$02023
Welfare Benefits Wrap PlanForward Air, Incnot reported in the loaded dataset2023
G&W Hauling & Rigging Inc Employee Benefit PlanG&W Hauling & Rigging Incnot reported in the loaded dataset2023
Comcare, Inc. Employee Benefits PlanComcare, Inc.not reported in the loaded dataset2023
Flexible Benefits PlanHolston United Methodist Home For Children, Inc.not reported in the loaded dataset2023

Related Form 5500 pages