Plan5500

Helenwood, 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, Helenwood, TN has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,409,953 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Helenwood

  • 2 loaded plans hold $2.4M in reported assets across 1 sponsors.
  • The largest, Takahata Precision Tennessee, Inc. 401(K) Plan, holds 100% of reported Helenwood plan assets.
  • Plans cover 445 participants — about 223 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,409,953
Total reported assets$2.4M$2,409,953
Total reported participants445
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$134.5K
Participant contributions$169.1K
Total income / additions$636.2K
Expenses & distributions
Benefits paid / distributions$106.2K
Total expenses$112.2K
Net increase / (decrease)$524K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Helenwood market comparison

Largest plan share of assets100%Takahata Precision Tennessee, Inc. 401(K) Plan
Participants per plan223Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Helenwood

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

  1. 1
    Takahata Precision Tennessee, Inc. 401(K) Plan$2.4M
    Takahata Precision Tennessee, Inc. · 2023
  2. 2
    Takahata Precision Tennessee, Inc. Health & Welfare Plannot reported in the loaded dataset
    Takahata Precision Tennessee, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Helenwood, TN?
2 plan(s) reported by 1 sponsor(s) are loaded for Helenwood, TN.

Related Form 5500 pages