Plan5500

Farragut, 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, Farragut, TN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $43,941,713 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
4
Latest filing year
2023

What stands out in Farragut

  • 4 loaded plans hold $43.9M in reported assets across 4 sponsors.
  • The largest, Southeast Bancorp, Inc. Employee Stock Ownership Plan, holds 99% of reported Farragut plan assets.
  • Plans cover 667 participants — about 167 per plan.
  • 75% 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$43.9MSummed across loaded plans$43,941,514
Total reported assets$43.9M$43,941,713
Total reported participants667
Total reported liabilities$199

Reported net position

Reported assets = net assets + liabilities (summed)$43.9M total assets
Net assets$43.9MLiabilities$199
Contributions & income
Employer contributions$4.8M
Participant contributions$0
Total income / additions$9.3M
Expenses & distributions
Benefits paid / distributions$335.6K
Total expenses$335.6K
Net increase / (decrease)$9M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Farragut market comparison

Largest plan share of assets99%Southeast Bancorp, Inc. Employee Stock Ownership Plan
Participants per plan167Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Farragut

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

  1. 1
    Southeast Bancorp, Inc. Employee Stock Ownership Plan$43.7M
    Southeast Bancorp, Inc. · 2023
  2. 2
    Aj Smiles Inc. Retirement Plan$155.7K
    Aj Smiles Inc. · 2023
  3. 3
    Merald Corporation 401(K) Profit Sharing Plan$100.3K
    Merald Corporation · 2023
  4. 4
    Southeast Bank Employee Benefits Plannot reported in the loaded dataset
    Southeast Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages