Surgoinsville, 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, Surgoinsville, TN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,173,476 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,173,476
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $7,173,476
Contributions & income
- Employer contributions
- $288,813
- Participant contributions
- $809,918
- Total income / additions
- $1,820,406
Expenses & distributions
- Benefits paid / distributions
- $996,604
- Total expenses
- $1,019,605
- Net increase / (decrease)
- $800,801
Coverage
- Total reported participants
- 508
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Surgoinsville, 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 |
|---|---|---|---|
| Bharat Forge America, Inc. 401(K) Plan | Bharat Forge America, Inc. | $7,158,947 | 2023 |
| Ldb Ent, Inc. 401(K) Plan | Ldb Ent, Inc. | $14,529 | 2023 |
| Bharat Forge America Incorporated & Subsidiaries Employee Welfare Plan | Bharat Forge America Incorporated & Subsidiaries | not reported in the loaded dataset | 2023 |
Largest plans in Surgoinsville → · Surgoinsville plans by participants → · Surgoinsville plans with financial data → · Surgoinsville plans with provider compensation → · $1B+ plans in Surgoinsville →
Related Form 5500 pages
- All TN Form 5500 filings
- Bharat Forge America, Inc. 401(K) Plan (plan 001)
- Bharat Forge America, Inc. — all reported plans
- Ldb Ent, Inc. 401(K) Plan (plan 001)
- Ldb Ent, Inc. — all reported plans
- Bharat Forge America Incorporated & Subsidiaries Employee Welfare Plan (plan 502)
- Bharat Forge America Incorporated & Subsidiaries — all reported plans
- Methodology
- Data sources