Plan5500

Mount Juliet, 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, Mount Juliet, TN has 18 loaded benefit plan(s) reported by 13 plan sponsor(s), with $2,787,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
13
Latest filing year
2023

What stands out in Mount Juliet

  • 18 loaded plans hold $2.8M in reported assets across 13 sponsors.
  • The largest, Dawghouse Automotive, Inc. Retirement Plan, holds 46% of reported Mount Juliet plan assets.
  • Plans cover 1,004 participants — about 56 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,787,202
Total reported assets$2.8M$2,787,202
Total reported participants1K1,004
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$3.3K
Participant contributions$10.5K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements9 / 18 (50%)
Plans with provider compensation0 / 18 ()

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

Mount Juliet market comparison

Largest plan share of assets46%Dawghouse Automotive, Inc. Retirement Plan
Participants per plan56Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Mount Juliet

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

  1. 1
    Dawghouse Automotive, Inc. Retirement Plan$1.3M
    Dawghouse Automotive, Inc. · 2023
  2. 2
    Myka Ventures Inc 401k Plan$403.2K
    Myka Ventures, Inc · 2023
  3. 3
    Healthy Dogs Of Tennessee, Inc. Retirement Plan$223.7K
    Healthy Dogs Of Tennessee, Inc. · 2023
  4. 4
    Zemanick & Zemanick Retirement Plan$189.4K
    Zemanick & Zemanick, Inc. · 2023
  5. 5
    Brightday, Inc. 401(K) Plan$170.3K
    Brightday, Inc. · 2023
  6. 6
    Little Rhody Pizza Corp. 401(K) Plan$160.2K
    Little Rhody Pizza Corp. · 2023
  7. 7
    Ecc Family Collective Inc 401(K) Plan$124.8K
    Ecc Family Collective Inc · 2023
  8. 8
    Wallace Investment Group Inc. 401(K) Plan$119.8K
    Wallace Investment Group Inc. · 2023
  9. 9
    Crimson Group, Inc. 401k Profit Sharing Plan$117.1K
    Crimson Group, Inc. · 2023
  10. 10
    Flow Service Partnersnot reported in the loaded dataset
    Flow Service Partners Management LLC · 2023
  11. 11
    Khs America, Inc Health And Welfare Benefit Plannot reported in the loaded dataset
    Khs America, Inc. · 2023
  12. 12
    Teknia Groupnot reported in the loaded dataset
    Teknia Group · 2023
  13. 13
    Flowservicepartnersnot reported in the loaded dataset
    Flow Service Partners Management LLC · 2023
  14. 14
    Tachi-S Automotive Seating Usa, LLC Health & Welfare Benefits Plannot reported in the loaded dataset
    Tachi-S Automotive Seating Usa, LLC · 2023
  15. 15
    Flow Service Partnersnot reported in the loaded dataset
    Flow Service Partners Management LLC · 2023
  16. 16
    Flow Service Partnersnot reported in the loaded dataset
    Flow Service Partners Management LLC · 2023
  17. 17
    Flow Service Partnersnot reported in the loaded dataset
    Flow Service Partners Management LLC · 2023
  18. 18
    Flow Service Partnersnot reported in the loaded dataset
    Flow Service Partners Management LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Juliet, TN?
18 plan(s) reported by 13 sponsor(s) are loaded for Mount Juliet, TN.

Related Form 5500 pages