Plan5500

Nashville, IN 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, Nashville, IN has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,156,986 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Nashville

  • 2 loaded plans hold $1.2M in reported assets across 2 sponsors.
  • The largest, Zieg, Ledoux And Associates, Inc. 401(K) Plan, holds 89% of reported Nashville plan assets.
  • Plans cover 14 participants — about 7 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,156,986
Total reported assets$1.2M$1,156,986
Total reported participants14
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities—
Contributions & income
Employer contributions$10K
Participant contributions$26.5K
Total income / additions$277.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$277.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nashville, IN 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

Nashville market comparison

Largest plan share of assets89%Zieg, Ledoux And Associates, Inc. 401(K) Plan
Participants per plan7Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Nashville

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

  1. 1
    Zieg, Ledoux And Associates, Inc. 401(K) Plan$1M
    Zieg, Ledoux And Associates, Inc · 2023
  2. 2
    Bcbb, Inc. 401(K) Plan$122.3K
    Bcbb, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Nashville, IN?
2 plan(s) reported by 2 sponsor(s) are loaded for Nashville, IN.

Related Form 5500 pages