Plan5500

Lafayette, 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, Lafayette, TN has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,805,621 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Lafayette

  • 6 loaded plans hold $25.8M in reported assets across 5 sponsors.
  • The largest, Citizens Bank Restated Profit Sharing Plan, holds 80% of reported Lafayette plan assets.
  • Plans cover 936 participants — about 156 per plan.
  • 50% 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$25.8MSummed across loaded plans$25,805,621
Total reported assets$25.8M$25,805,621
Total reported participants936
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.8M total assets
Net assets$25.8MLiabilities$0
Contributions & income
Employer contributions$678.9K
Participant contributions$1.4M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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

Lafayette market comparison

Largest plan share of assets80%Citizens Bank Restated Profit Sharing Plan
Participants per plan156Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Lafayette

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

  1. 1
    Citizens Bank Restated Profit Sharing Plan$20.7M
    Citizens Bancorp Investment, Inc. · 2023
  2. 2
    Macon Community Hospital 403b Plan$5M
    Macon Hospital Inc. · 2023
  3. 3
    Proctor Properties Corporation 401(K) Plan$76K
    Proctor Properties Corporation · 2023
  4. 4
    Macon Bank And Trust Company Employee Benefits Plannot reported in the loaded dataset
    Macon Bank And Trust Company · 2023
  5. 5
    Tri-County Electric Membership Corpnot reported in the loaded dataset
    Tri-County Electric Membership Corp · 2023
  6. 6
    Macon Community Hospital Employee Benefits Plannot reported in the loaded dataset
    Macon Community Hospital · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lafayette, TN?
6 plan(s) reported by 5 sponsor(s) are loaded for Lafayette, TN.

Related Form 5500 pages