Plan5500

Gallatin, 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, Gallatin, TN has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $96,793,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
21
Latest filing year
2023

What stands out in Gallatin

  • 29 loaded plans hold $96.8M in reported assets across 21 sponsors.
  • The largest, Servpro Industries, LLC 401k Plan, holds 52% of reported Gallatin plan assets.
  • Plans cover 6,747 participants — about 233 per plan.
  • 69% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$87.4MSummed across loaded plans$87,358,074
Total reported assets$96.8M$96,793,890
Total reported participants6.7K6,747
Total reported liabilities$9.4M$9,435,816

Reported net position

Reported assets = net assets + liabilities (summed)$96.8M total assets
Net assets$87.4MLiabilities$9.4M
Contributions & income
Employer contributions$3M
Participant contributions$7.8M
Total income / additions$23.4M
Expenses & distributions
Benefits paid / distributions$9.5M
Total expenses$10.1M
Net increase / (decrease)$13.2M

Data coverage

Plans with financial statements20 / 29 (69%)
Plans with provider compensation5 / 29 (17%)

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

Gallatin market comparison

Largest plan share of assets52%Servpro Industries, LLC 401k Plan
Participants per plan233Average across loaded plans
Plan sponsors21
Ranked by reported assets

Largest loaded plans in Gallatin

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

  1. 1
    Servpro Industries, LLC 401k Plan$50.7M
    Servpro Industries, LLC · 2023
  2. 2
    Associated Packaging, Inc. 401(K) Profit Sharing Plan$15.1M
    Associated Packaging, Inc. · 2023
  3. 3
    Yapp Usa Automotive Systems, Inc. Retirement Savings Plan$11.8M
    Yapp Usa Automotive Systems, Inc. · 2023
  4. 4
    401(K) Profit Sharing Plan For Allegiant Manufacturing, LLC$7.2M
    Allegiant Manufacturing, LLC · 2023
  5. 5
    Newton Nissan Of Gallatin Inc 401k Plan 401(K) Plan$4.3M
    Newton Nissan Of Gallatin Inc · 2023
  6. 6
    Gould Enterprises, Inc. Retirement Plan$2.4M
    Gould Enterprises, Inc. · 2023
  7. 7
    Power Consulting Associates, Inc. Employee Stock Ownership Plan$1.4M
    Power Consulting Associates, Inc. · 2023
  8. 8
    Jd Rock Incorporated 401(K) Plan$829.6K
    Jd Rock Incorporated · 2023
  9. 9
    First Choice Specialty LLC 401(K) Profit Sharing Plan & Trust$807.6K
    First Choice Specialty LLC · 2023
  10. 10
    Maple Cottage Of Hendersonville, Inc. 401k Profit Sharing Plan$479.1K
    Maple Cottage Of Hendersonville, Inc. · 2023
  11. 11
    Casey Ventures, Inc. 401(K) Profit Sharing Plan$445.8K
    Casey Ventures, Inc. · 2023
  12. 12
    A&C Business Enterprises 401(K) Plan$444.5K
    A & C Business Enterprises LLC · 2023
  13. 13
    Austral Investment Group, Inc. 401k Profit Sharing Plan$284.8K
    Austral Investment Group, Inc. · 2023
  14. 14
    Bigship Enterprise, Inc. 401(K) Profit Sharing Plan$239.9K
    Bigship Enterprise, Inc. · 2023
  15. 15
    The Royal Rover Inc. Retirement Plan$231.8K
    The Royal Rover Inc. · 2023
  16. 16
    Elevenone Retirement Plan$95.5K
    Elevenone, Inc. · 2023
  17. 17
    Vien Ventures, Inc. 401k Profit Sharing Plan$50.5K
    Vien Ventures, Inc. · 2023
  18. 18
    Villfam Automotive Inc 401(K) Plan$31.7K
    Villfam Automotive Inc · 2023
  19. 19
    Gray Landscaping, Inc. 401k Profit Sharing Plan$2K
    Gray Landscaping, Inc. · 2023
  20. 20
    Baxbie 401k$1K
    Baxbie Corp. · 2023
  21. 21
    Itg Communications, Inc. Medical Plannot reported in the loaded dataset
    Itg Communications, LLC · 2023
  22. 22
    Newton Nissan Of Gallatin Inc Health & Welfare Plannot reported in the loaded dataset
    Newton Nissan Of Gallatin Inc · 2023
  23. 23
    Associated Packaging, Inc. Employee Benefits Plannot reported in the loaded dataset
    Associated Packaging, Inc. · 2023
  24. 24
    Servpro Industries, LLC Employee Benefits Plannot reported in the loaded dataset
    Servpro Industries, LLC · 2023
  25. 25
    Yapp Usa Automotive Systems, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Yapp Usa Automotive Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gallatin, TN?
29 plan(s) reported by 21 sponsor(s) are loaded for Gallatin, TN.

Related Form 5500 pages