Hixson, 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, Hixson, TN has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $82,909,310 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$82,909,310
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$82,909,310

Contributions & income

Employer contributions
$2,972,327
Participant contributions
$3,700,961
Total income / additions
$18,543,538

Expenses & distributions

Benefits paid / distributions
$6,062,990
Total expenses
$6,268,097
Net increase / (decrease)
$12,275,441

Coverage

Total reported participants
1,892
Plans with financial statements
10
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hixson, 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 Hixson, TN
PlanSponsorReported assets (EOY)Year
Galen Medical Group Employees Retirement Savings PlanGalen Medical Group Employees$55,570,4612023
Card-Monroe Corp. 401(K) PlanCard-Monroe Corp.$19,694,6022023
Gold Bond 401(K) PlanGold Bond, Inc$6,077,6892023
Jjj Flooring Inc. 401(K) PlanJjj Flooring Inc.$1,033,8482023
Eray Enterprises Corporation 401(K) Profit Sharing PlanEray Enterprises Corporation$209,6542023
Gcfi 401kGig City Flips Inc.$168,1422023
Winton Services Inc 401(K) PlanWinton Services Inc$93,8042023
Keithco Holdings, Inc. Retirement PlanKeithco Holdings, Inc.$49,8432023
River Right Ventures, Inc. Retirement PlanRiver Right Ventures, Inc.$11,2672023
Tennessee Valley Property Assurance Services, Inc. 401(K) PlanTennessee Valley Property Assurance Services, Inc.$02023
Galen Medical Group, P.C. Employee Benefits PlanGalen Medical Group, P.C.not reported in the loaded dataset2023
Gold Bond, Inc. Health And Welfare PlanGold Bond, Incnot reported in the loaded dataset2023
Card-Monroe Corp. Employee Benefits PlanCard-Monroe Corp.not reported in the loaded dataset2023

Related Form 5500 pages