Plan5500

Lenoir City, 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, Lenoir City, TN has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $3,546,007 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Lenoir City

  • 7 loaded plans hold $3.5M in reported assets across 7 sponsors.
  • The largest, Tuttle Masonry, Inc. 401(K) Plan, holds 56% of reported Lenoir City plan assets.
  • Plans cover 27 participants — about 4 per plan.
  • 100% 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$3.5MSummed across loaded plans$3,546,007
Total reported assets$3.5M$3,546,007
Total reported participants27
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities$0
Contributions & income
Employer contributions$20.2K
Participant contributions$53.4K
Total income / additions$707.6K
Expenses & distributions
Benefits paid / distributions$26.3K
Total expenses$26.8K
Net increase / (decrease)$680.8K

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

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

Lenoir City market comparison

Largest plan share of assets56%Tuttle Masonry, Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Lenoir City

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

  1. 1
    Tuttle Masonry, Inc. 401(K) Plan$2M
    Tuttle Masonry, Inc. · 2023
  2. 2
    James E Newman Dds Profit Sharing Plan$586.6K
    James E Newman Dds Prpfit Sharing Plan · 2023
  3. 3
    Park West Obstetrics &Gynecology Pc Profit Sharing Plan$574.9K
    Park West Obstetrics & Gynecology Pc · 2023
  4. 4
    Ztl Athletics, Inc. 401(K) Profit Sharing Plan$200.4K
    Ztl Athletics, Inc. · 2023
  5. 5
    Fitzer, Inc. 401(K) Profit Sharing Plan$89.5K
    Fitzer, Inc. · 2023
  6. 6
    Pb Shelton Holdings , Inc. 401(K) Profit Sharing Plan$62.4K
    Pb Shelton Holdings , Inc. · 2023
  7. 7
    Filled With Grace Inc. Retirement Plan$29K
    Filled With Grace Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lenoir City, TN?
7 plan(s) reported by 7 sponsor(s) are loaded for Lenoir City, TN.

Related Form 5500 pages