Plan5500

Pegram, 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, Pegram, TN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $412,403 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

What stands out in Pegram

  • 3 loaded plans hold $412.4K in reported assets across 3 sponsors.
  • The largest, Harpeth Property Management, Inc. 401(K) Plan, holds 48% of reported Pegram plan assets.
  • Plans cover 4 participants — about 1 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$412.4KSummed across loaded plans$412,403
Total reported assets$412.4K$412,403
Total reported participants4
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$412.4K total assets
Net assets$412.4KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$155.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$125
Net increase / (decrease)-$155.9K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Pegram market comparison

Largest plan share of assets48%Harpeth Property Management, Inc. 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pegram

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

  1. 1
    Harpeth Property Management, Inc. 401(K) Plan$197.1K
    Harpeth Property Management, Inc. · 2023
  2. 2
    Summit Road, Inc. 401(K) Plan$115.3K
    Summit Road, Inc. · 2023
  3. 3
    Consilium Inc. Retirement Plan$100K
    Consilium Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pegram, TN?
3 plan(s) reported by 3 sponsor(s) are loaded for Pegram, TN.

Related Form 5500 pages