How many Form 5500 benefit plans are loaded for Bruceton, TN?

1 plan(s) reported by 1 sponsor(s) are loaded for Bruceton, TN.

Bruceton, TN 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, Bruceton, TN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $187,883 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Bruceton

1 loaded plans hold $187.9K in reported assets across 1 sponsors.
The largest, Maleah Phipps D/B/A Case Drug Co. Safe Harbor 401k Plan, holds 100% of reported Bruceton plan assets.
Plans cover 6 participants — about 6 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$187.9KSummed across loaded plans$187,883

Total reported assets$187.9K$187,883

Total reported participants6

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$187.9K total assets

Net assets$187.9KLiabilities—

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$26K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$160

Net increase / (decrease)$25.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bruceton, TN 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

Bruceton market comparison

Largest plan share of assets100%Maleah Phipps D/B/A Case Drug Co. Safe Harbor 401k Plan

Participants per plan6Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Bruceton

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

1
Maleah Phipps D/B/A Case Drug Co. Safe Harbor 401k Plan$187.9K
Maleah Phipps D/B/A Case Drug Co. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bruceton, TN?: 1 plan(s) reported by 1 sponsor(s) are loaded for Bruceton, TN.