Plan5500

Dandridge, 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, Dandridge, TN has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,749,692 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Dandridge

  • 5 loaded plans hold $6.7M in reported assets across 4 sponsors.
  • The largest, Employees Profit Sharing Plan And Trust Agreement Of Walker Carr Custom Builders Inc., holds 46% of reported Dandridge plan assets.
  • Plans cover 4 participants — about 1 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$6.7MSummed across loaded plans$6,749,692
Total reported assets$6.7M$6,749,692
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets
Net assets$6.7MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$366.5K
Total expenses$400.3K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Dandridge market comparison

Largest plan share of assets46%Employees Profit Sharing Plan And Trust Agreement Of Walker Carr Custom Builders Inc.
Participants per plan1Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Dandridge

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

  1. 1
    Employees Profit Sharing Plan And Trust Agreement Of Walker Carr Custom Builders Inc.$3.1M
    Walker Carr Custom Builders Inc. · 2023
  2. 2
    Employees Money Purchase Pension Plan Of Walker Carr Custom Builders Inc.$3.1M
    Walker Carr Custom Builders Inc. · 2023
  3. 3
    Skart Inc 401(K) Plan$270.7K
    Skart Inc · 2023
  4. 4
    Tack, Inc. 401(K) Plan$215.8K
    Tack Inc. · 2023
  5. 5
    Sales Matters, Inc. Retirement Plan$0
    Sales Matters, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dandridge, TN?
5 plan(s) reported by 4 sponsor(s) are loaded for Dandridge, TN.

Related Form 5500 pages