Plan5500

Livingston, 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, Livingston, TN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $27,729,308 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
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.7MSummed across loaded plans$27,729,308
Total reported assets$27.7M$27,729,308
Total reported participants327
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.7M total assets
Net assets$27.7MLiabilities$0
Contributions & income
Employer contributions$707.4K
Participant contributions$994K
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$3.8M

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 Livingston, 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

Livingston market comparison

Largest plan share of assets97%First National Bank Of Tennessee 401(K) Profit Sharing Plan
Participants per plan109Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Livingston

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

  1. 1
    First National Bank Of Tennessee 401(K) Profit Sharing Plan$26.8M
    First National Bank Of Tennessee · 2023
  2. 2
    Union Bank & Trust Company 401(K) Plan$933.1K
    Union Bank & Trust Company · 2023
  3. 3
    Fitzgerald Collision And Repair, LLC Health And Welfare Plannot reported in the loaded dataset
    Fitzgerald Collision And Repair, LLC · 2023

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

Related Form 5500 pages