Plan5500

Collinwood, 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, Collinwood, TN has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,403,658 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
1
Latest filing year
2023

What stands out in Collinwood

  • 2 loaded plans hold $4.4M in reported assets across 1 sponsors.
  • The largest, Hassell & Hughes Lumber Company, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of reported Collinwood plan assets.
  • Plans cover 227 participants — about 114 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,403,658
Total reported assets$4.4M$4,403,658
Total reported participants227
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities$0
Contributions & income
Employer contributions$146.9K
Participant contributions$220.5K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$97.7K
Total expenses$126.1K
Net increase / (decrease)$920.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Collinwood market comparison

Largest plan share of assets100%Hassell & Hughes Lumber Company, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan114Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Collinwood

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

  1. 1
    Hassell & Hughes Lumber Company, Inc. 401(K) Profit Sharing Plan And Trust$4.4M
    Hassell & Hughes Lumber Company, Inc. · 2023
  2. 2
    Hassell And Hughes Flexible Benefit Plannot reported in the loaded dataset
    Hassell And Hughes Lumber Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages