Plan5500

Mountain 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, Mountain City, TN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $26,194,194 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.2MSummed across loaded plans$26,194,194
Total reported assets$26.2M$26,194,194
Total reported participants1.7K1,701
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.2M total assets
Net assets$26.2MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$3.3M
Total income / additions$7.5M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mountain 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.

Computed from loaded plans

Mountain City market comparison

Largest plan share of assets63%Savings Plan Of Danny Herman Trucking Employees
Participants per plan340Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mountain City

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

  1. 1
    Savings Plan Of Danny Herman Trucking Employees$16.6M
    Danny Herman Trucking, Inc. · 2023
  2. 2
    Maymead Inc. Profit Sharing Plan$5.4M
    Maymead, Inc. · 2023
  3. 3
    Johnson County Bank Employee Stock Ownership Plan$4.1M
    Johnson County Bank · 2023
  4. 4
    Mountain Electric Cooperative, Inc. Employees Comprehensive Medical Insurancenot reported in the loaded dataset
    Mountain Electric Cooperative Inc · 2023
  5. 5
    Danny Herman Trucking Inc Employee Benefit Plannot reported in the loaded dataset
    Danny Herman Trucking Inc · 2023

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

Related Form 5500 pages