Henderson, 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, Henderson, TN has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $59,872,485 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$59,872,485
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$59,872,485

Contributions & income

Employer contributions
$1,112,518
Participant contributions
$2,436,260
Total income / additions
$13,379,460

Expenses & distributions

Benefits paid / distributions
$4,572,534
Total expenses
$4,789,200
Net increase / (decrease)
$8,590,260

Coverage

Total reported participants
2,185
Plans with financial statements
7
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Henderson, 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 Henderson, TN
PlanSponsorReported assets (EOY)Year
Freed-Hardeman University 403(B) Retirement PlanFreed-Hardeman University$45,700,7742023
Jones Contractors Inc. 401k PlanJones Contractors Inc.$5,305,4422023
Henderson Stamping & Production, Inc. Profit Sharing 401k PlanHenderson Stamping & Production$4,113,8202023
City Drug Store Of Henderson, Tn, Inc. Safe Harbor 401k PlanCity Drug Store Of Henderson, Tn$3,073,4032023
Ignite Fitness Of Hendersonville, Inc. Retirement PlanIgnite Fitness Of Hendersonville, Inc.$741,6772023
Bayou Cypress Restaurants Retirement PlanBayou Cypress Restaurants, Inc.$487,3692023
Rushing Diversified Industries Corporation Retirement PlanRushing Diversified Industries Corporation$450,0002023
Henderson Stamping & Production Wb PlanHenderson Stamping & Productionnot reported in the loaded dataset2023
Jones Contractors Inc. Medical PlanJones Contractors Inc.not reported in the loaded dataset2023
Jones Contractors Inc. Life PlanJones Contractors Inc.not reported in the loaded dataset2023
Jones Contractors Inc. Ltd PlanJones Contractors Inc.not reported in the loaded dataset2023
Freed-Hardeman University Employee Benefit PlanFreed-Hardeman Universitynot reported in the loaded dataset2023

Related Form 5500 pages