Plan5500

Soddy Daisy, 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, Soddy Daisy, TN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $774,139 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Soddy Daisy

  • 4 loaded plans hold $774.1K in reported assets across 4 sponsors.
  • The largest, Jc Squared Inc 401(K) Plan, holds 67% of reported Soddy Daisy plan assets.
  • Plans cover 8 participants — about 2 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$774.1KSummed across loaded plans$774,139
Total reported assets$774.1K$774,139
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$774.1K total assets
Net assets$774.1KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$17.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$30
Net increase / (decrease)$17.9K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Soddy Daisy market comparison

Largest plan share of assets67%Jc Squared Inc 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Soddy Daisy

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

  1. 1
    Jc Squared Inc 401(K) Plan$522K
    Jc Squared Inc · 2023
  2. 2
    Abfrank4 Corp. Retirement Plan$155.7K
    Abfrank4 Corp. · 2023
  3. 3
    Kreed Construction, Inc. Profit Sharing Plan$91.4K
    Kreed Construction, Inc. · 2023
  4. 4
    Heiberger Solutions Inc. Retirement Plan$5K
    Heiberger Solutions Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Soddy Daisy, TN?
4 plan(s) reported by 4 sponsor(s) are loaded for Soddy Daisy, TN.

Related Form 5500 pages