Plan5500

Dunlap, 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, Dunlap, TN has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,446,807 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Dunlap

  • 4 loaded plans hold $23.4M in reported assets across 3 sponsors.
  • The largest, Citizens Tri-County Bank Safe Harbor 401k Plan, holds 95% of reported Dunlap plan assets.
  • Plans cover 585 participants — about 146 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.4MSummed across loaded plans$23,446,807
Total reported assets$23.4M$23,446,807
Total reported participants585
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.4M total assets
Net assets$23.4MLiabilities$0
Contributions & income
Employer contributions$869.3K
Participant contributions$733K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Dunlap market comparison

Largest plan share of assets95%Citizens Tri-County Bank Safe Harbor 401k Plan
Participants per plan146Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Dunlap

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

  1. 1
    Citizens Tri-County Bank Safe Harbor 401k Plan$22.3M
    Citizens Tri-County Bank · 2023
  2. 2
    Sheepdog Enterprises, Inc. 401(K) Plan$1M
    Sheepdog Enterprises, Inc. · 2023
  3. 3
    Mcd3 Enterprises Co 401(K) Plan$86.6K
    Mcd3 Enterprises Co · 2023
  4. 4
    Citizens Tri-County Bank Employee Benefits Plannot reported in the loaded dataset
    Citizens Tri-County Bank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dunlap, TN?
4 plan(s) reported by 3 sponsor(s) are loaded for Dunlap, TN.

Related Form 5500 pages