Plan5500

Dalton, 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, Dalton, TN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $642,966 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 Dalton

  • 1 loaded plans hold $643K in reported assets across 1 sponsors.
  • The largest, Upper Cumberland Medical Claims 401(K) Profit Sharing Plan, holds 100% of reported Dalton plan assets.
  • Plans cover 3 participants — about 3 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$643KSummed across loaded plans$642,966
Total reported assets$643K$642,966
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$643K total assets
Net assets$643KLiabilities$0
Contributions & income
Employer contributions$42.6K
Participant contributions$30.9K
Total income / additions$58.1K
Expenses & distributions
Benefits paid / distributions$4.5K
Total expenses$4.5K
Net increase / (decrease)$53.6K

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 Dalton, 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

Dalton market comparison

Largest plan share of assets100%Upper Cumberland Medical Claims 401(K) Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Dalton

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

  1. 1
    Upper Cumberland Medical Claims 401(K) Profit Sharing Plan$643K
    Darlene Glass Dba Upper Cumberland Medical Claims · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages