Talbott, 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, Talbott, TN has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $54,451,941 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)
- $54,451,941
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $54,451,941
Contributions & income
- Employer contributions
- $1,093,141
- Participant contributions
- $2,091,887
- Total income / additions
- $12,974,812
Expenses & distributions
- Benefits paid / distributions
- $6,333,042
- Total expenses
- $6,383,114
- Net increase / (decrease)
- $6,591,698
Coverage
- Total reported participants
- 853
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Talbott, 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 |
|---|---|---|---|
| Cherokee Health Systems, Inc. Tax Deferred Retirement Plan | Cherokee Health Systems, Inc. | $54,451,941 | 2023 |
| Lakeway Investment Corp. 401(K) Profit Sharing Plan | Lakeway Investment Corp. | $0 | 2023 |
| Babz, Inc. 401(K) Plan | Babz, Inc. | $0 | 2023 |
Largest plans in Talbott → · Talbott plans by participants → · Talbott plans with financial data → · Talbott plans with provider compensation → · $1B+ plans in Talbott →
Related Form 5500 pages
- All TN Form 5500 filings
- Cherokee Health Systems, Inc. Tax Deferred Retirement Plan (plan 001)
- Cherokee Health Systems, Inc. — all reported plans
- Lakeway Investment Corp. 401(K) Profit Sharing Plan (plan 001)
- Lakeway Investment Corp. — all reported plans
- Babz, Inc. 401(K) Plan (plan 001)
- Babz, Inc. — all reported plans
- Methodology
- Data sources