Elizabethton, 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, Elizabethton, TN has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $28,120,278 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,120,278
- Total reported liabilities (EOY)
- $7,244
- Total reported net assets (EOY)
- $28,113,034
Contributions & income
- Employer contributions
- $952,881
- Participant contributions
- $1,974,421
- Total income / additions
- $6,698,904
Expenses & distributions
- Benefits paid / distributions
- $1,551,005
- Total expenses
- $1,695,221
- Net increase / (decrease)
- $5,003,683
Coverage
- Total reported participants
- 970
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Elizabethton, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Citizens Bank Salary Savings Plan | Citizens Bank | $20,590,981 | 2023 |
| Medical Care 401(K) Plan | Medical Care, Pllc | $7,529,297 | 2023 |
| Colorworks, Inc. Employee Stock Ownership Plan | Colorworks, Inc. | $0 | 2023 |
| Citco Community Bancshares, Inc. Employee Benefit Plan | Citco Community Bancshares, Inc. | not reported in the loaded dataset | 2023 |
| Cates Music Store Employee Retirement Plan | Cates Music Store Employee Retirement Plan | not reported in the loaded dataset | 2023 |
| Medical Care, Pllc Wrap Plan | Medical Care, Pllc | not reported in the loaded dataset | 2023 |
| Mapes Piano String Co., Employees Welfare Benefit Plan | Mapes Piano String Company | not reported in the loaded dataset | 2023 |
Largest plans in Elizabethton → · Elizabethton plans by participants → · Elizabethton plans with financial data → · Elizabethton plans with provider compensation → · $1B+ plans in Elizabethton →
Related Form 5500 pages
- All TN Form 5500 filings
- Citizens Bank Salary Savings Plan (plan 002)
- Citizens Bank — all reported plans
- Medical Care 401(K) Plan (plan 001)
- Medical Care, Pllc — all reported plans
- Colorworks, Inc. Employee Stock Ownership Plan (plan 002)
- Colorworks, Inc. — all reported plans
- Citco Community Bancshares, Inc. Employee Benefit Plan (plan 581)
- Cates Music Store Employee Retirement Plan (plan 001)
- Cates Music Store Employee Retirement Plan — all reported plans
- Medical Care, Pllc Wrap Plan (plan 501)
- Mapes Piano String Co., Employees Welfare Benefit Plan (plan 501)
- Mapes Piano String Company — all reported plans
- Methodology
- Data sources