Who sponsors the First National Bank Of Tennessee 401(K) Profit Sharing Plan?

First National Bank Of Tennessee 401(K) Profit Sharing Plan is reported as sponsored by First National Bank Of Tennessee (EIN 62-0727200, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for First National Bank Of Tennessee 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for First National Bank Of Tennessee 401(K) Profit Sharing Plan is 2023.

How many participants does First National Bank Of Tennessee 401(K) Profit Sharing Plan report?

First National Bank Of Tennessee 401(K) Profit Sharing Plan reports 170 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for First National Bank Of Tennessee 401(K) Profit Sharing Plan?

First National Bank Of Tennessee 401(K) Profit Sharing Plan reports $26,796,228 in end-of-year plan assets in its latest loaded Form 5500 filing.

First National Bank Of Tennessee 401(K) Profit Sharing Plan — Form 5500 plan (First National Bank Of Tennessee)

Plain-English plan 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, First National Bank Of Tennessee 401(K) Profit Sharing Plan is a benefit plan reported by First National Bank Of Tennessee under EIN 62-0727200 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $26,796,228 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.8MPlan net assets, end of year$26,796,228

Participants170Covered participants reported

Assets / participant$157.6KComputed: assets ÷ participants$157,625 (computed)

Provider compensation$1.1K2 Schedule C provider row(s)$1,054

Plan sponsor: First National Bank Of Tennessee
EIN: 62-0727200
Plan number: 001
Plan type: 2
Location: Livingston, TN
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	170	H, C	20241010123940NAL0034039840001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.8M total assets

Net assets$26.8MLiabilities$0

Money in vs. money out

Total income / additions$5.2M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$664.1K

Participant$984.1K

Full reported line items

Net assets

Total assets (EOY): $26,796,228
Total liabilities (EOY): $0
Net assets (EOY): $26,796,228
Net assets (BOY): $23,049,022

Income & contributions

Employer contributions: $664,130
Participant contributions: $984,112
Total contributions: $1,648,242
Total income / additions: $5,179,423

Expenses & distributions

Benefits paid: $1,431,163
Administrative expenses: $1,054
Total expenses: $1,432,217
Net increase / (decrease): $3,747,206

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

40%60%

Employer 40%Participant 60%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income28%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Erisa Services Inc	CONTRACT ADMIN	$804	not reported in the loaded dataset	2023
Capital Group Retirement Plan Servi	RECORDKEEPER	$250	$0	2023