Mt. Juliet, 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, Mt. Juliet, TN has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $26,022,424 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $26,022,424
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $26,022,424
Contributions & income
- Employer contributions
- $1,602,230
- Participant contributions
- $2,141,965
- Total income / additions
- $7,481,034
Expenses & distributions
- Benefits paid / distributions
- $2,547,017
- Total expenses
- $2,737,063
- Net increase / (decrease)
- $4,743,971
Coverage
- Total reported participants
- 1,878
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Juliet, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Khs America, Inc., 401(K) Profit Sharing Plan & Trust | Khs America, Inc. | $8,595,564 | 2023 |
| Mid-Cumberland Community Action Agency 401(K) Plan | Mid-Cumberland Community Action Age | $3,652,906 | 2023 |
| Bright Path, Inc. 401(K) Plan | Bright Path, Inc. | $117,728 | 2023 |
| Jones Bros Contractors, LLC Welfare Benefit Plan | Jones Bros Contractors, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mt. Juliet → · Mt. Juliet plans by participants → · Mt. Juliet plans with financial data → · Mt. Juliet plans with provider compensation → · $1B+ plans in Mt. Juliet →
Related Form 5500 pages
- All TN Form 5500 filings
- Khs America, Inc., 401(K) Profit Sharing Plan & Trust (plan 002)
- Khs America, Inc. — all reported plans
- Mid-Cumberland Community Action Agency 401(K) Plan (plan 001)
- Mid-Cumberland Community Action Age — all reported plans
- Bright Path, Inc. 401(K) Plan (plan 001)
- Bright Path, Inc. — all reported plans
- Jones Bros Contractors, LLC Welfare Benefit Plan (plan 501)
- Jones Bros Contractors, LLC — all reported plans
- Methodology
- Data sources