2023 Form 5500 filing — First National Bank Of Tennessee 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010123940NAL0034039840001) for First National Bank Of Tennessee 401(K) Profit Sharing Plan, reported by First National Bank Of Tennessee under EIN 62-0727200 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.8MReported net assets$26,796,228
Participants170
Provider compensation$1.1K2 Schedule C row(s)$1,054
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010123940NAL0034039840001
- Plan sponsor
- First National Bank Of Tennessee
- EIN
- 62-0727200
- Plan number
- 001
- Location
- Livingston, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.8M total assets
Net assets$26.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,796,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,796,228
- Employer contributions
- $664,130
- Participant contributions
- $984,112
- Total income / additions
- $5,179,423
- Benefits paid
- $1,431,163
- Administrative expenses
- $1,054
- Total expenses
- $1,432,217
- Net increase / (decrease)
- $3,747,206
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services Inc | CONTRACT ADMIN | $804 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $250 | $0 |