Search public Form 5500 filings

15 results

Companies

planSmartbank 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: SmartbankEIN: 20-4091629Plan: 001Participants: 730Assets: $48,375,908Location: Knoxville, TNLatest: 2023
planJo Ann Rains Employee Stock Ownership PlanFinancial statement2023 filing
Sponsor: SmartbankEIN: 20-4091629Plan: 002Participants: 17Assets: $33,035Location: Cookeville, TNLatest: 2023
planSmartbank Employee Benefits Plan2023 filing
Sponsor: SmartbankEIN: 20-4091629Plan: 501Participants: 583Assets: not reported in the loaded datasetLocation: Knoxville, TNLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Smartbank 401(K) Retirement Plan
Sponsor: SmartbankEIN: 20-4091629Plan: 001Ack ID: 20241015091544NAL0014295475001
filing2023 Form 5500 — Jo Ann Rains Employee Stock Ownership Plan
Sponsor: SmartbankEIN: 20-4091629Plan: 002Ack ID: 20251009082209NAL0010552048001
filing2023 Form 5500 — Smartbank Employee Benefits Plan
Sponsor: SmartbankEIN: 20-4091629Plan: 501Ack ID: 20240611121357NAL0013124323001