Loudon, 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, Loudon, TN has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $75,866,294 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$75,866,294
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$75,865,772

Contributions & income

Employer contributions
$3,946,970
Participant contributions
$12,096,257
Total income / additions
$27,534,290

Expenses & distributions

Benefits paid / distributions
$12,602,905
Total expenses
$12,992,174
Net increase / (decrease)
$14,542,116

Coverage

Total reported participants
7,029
Plans with financial statements
4
Plans with provider compensation
4

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

Largest loaded plans by reported assets

Largest loaded plans in Loudon, TN
PlanSponsorReported assets (EOY)Year
Malibu Boats, Inc. 401(K) PlanMalibu Boats, LLC$67,277,3362023
Protomet Corporation 401(K) PlanProtomet Corporation$4,972,4392023
Del Conca Usa Safe Harbor 401(K) PlanDel Conca Usa, Inc.$3,615,9972023
Rysher Inc. Retirement PlanRysher Inc.$5222023
Protomet Corporation Group Vision, Disability, Life & Ad&D PlanProtomet Corporationnot reported in the loaded dataset2023
Protomet Corporation Group Health PlanProtomet Corporationnot reported in the loaded dataset2023
Del Conca Usa, Inc. Employee Benefits PlanDel Conca Usa, Inc.not reported in the loaded dataset2023
Malibu Boats, LLC Employee Benefits PlanMalibu Boats, LLCnot reported in the loaded dataset2023

Related Form 5500 pages