Plan5500

Halls, 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, Halls, TN has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,600,200 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Halls

  • 3 loaded plans hold $22.6M in reported assets across 2 sponsors.
  • The largest, Security Bancorp Of Tennessee Safe Harbor 401(K) Profit Sharing Plan, holds 86% of reported Halls plan assets.
  • Plans cover 419 participants — about 140 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.6MSummed across loaded plans$22,600,200
Total reported assets$22.6M$22,600,200
Total reported participants419
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22.6M total assets
Net assets$22.6MLiabilities$0
Contributions & income
Employer contributions$336.1K
Participant contributions$284.3K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.2M
Net increase / (decrease)$73.2K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Halls market comparison

Largest plan share of assets86%Security Bancorp Of Tennessee Safe Harbor 401(K) Profit Sharing Plan
Participants per plan140Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Halls

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

  1. 1
    Security Bancorp Of Tennessee Safe Harbor 401(K) Profit Sharing Plan$19.4M
    Security Bancorp Of Tennessee, Inc. · 2023
  2. 2
    Arnold Healthmart Drug Company Profit Sharing Plan$3.2M
    Stanley And Watts, Inc. · 2023
  3. 3
    Security Bancorp Of Tennessee, Inc. Cafeteria Plannot reported in the loaded dataset
    Security Bancorp Of Tenn, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Halls, TN?
3 plan(s) reported by 2 sponsor(s) are loaded for Halls, TN.

Related Form 5500 pages