Jefferson City, 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, Jefferson City, TN has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,045,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,045,093
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,045,093

Contributions & income

Employer contributions
$116,150
Participant contributions
$220,432
Total income / additions
$812,834

Expenses & distributions

Benefits paid / distributions
$189,730
Total expenses
$214,125
Net increase / (decrease)
$598,709

Coverage

Total reported participants
330
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jefferson City, 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 Jefferson City, TN
PlanSponsorReported assets (EOY)Year
401(K) Plan For Employees Of Matsuo Industries Usa, Inc.Matsuo Industries Usa, Inc.$4,045,0932023
Matsuo Industries Usa, Inc. Health And Welfare PlanMatsuo Industries Usa, Incnot reported in the loaded dataset2023

Related Form 5500 pages