Tennsmith Holdings Inc. Employee Savings & Profit Sharing Plan — Form 5500 plan (Tennsmith Holdings Inc.)
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, Tennsmith Holdings Inc. Employee Savings & Profit Sharing Plan is a benefit plan reported by Tennsmith Holdings Inc. under EIN 86-3624328 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,635,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennsmith Holdings Inc.
- EIN
- 86-3624328
- Plan number
- 001
- Plan type
- 2
- Location
- Mcminnville, TN
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $5,635,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241011092536NAL0010768339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,635,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,635,738
- Net assets (BOY)
- $5,170,322
Income & contributions
- Employer contributions
- $167,458
- Participant contributions
- $342,864
- Total contributions
- $565,635
- Total income / additions
- $1,420,572
Expenses & distributions
- Benefits paid
- $955,156
- Administrative expenses
- $0
- Total expenses
- $955,156
- Net increase / (decrease)
- $465,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Taylor Securities, Inc. | INVESTMENT ADVISORY | $26,419 | not reported in the loaded dataset | 2023 |
| Nationwide | INVESTMENT ADVISORY | $17,056 | $982 | 2023 |