Plan5500

Pella Tennessee, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pella Tennessee, LLC (EIN 20-2745077) is a plan sponsor located in Nashville, TN with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2745077
Location
Nashville, TN
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pella Tennessee, LLC

  • 4 loaded plans hold $5.4M in reported assets.
  • The largest, Pella Tennessee 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 385 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,449,727
Total reported assets$5.4M$5,449,727
Total reported participants385
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$0
Contributions & income
Employer contributions$245.2K
Participant contributions$742.4K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$830.9K
Total expenses$846K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Pella Tennessee 401(K) Plan
Participants per plan96Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Pella Tennessee 401(K) Plan$5.4M
    Plan #001 · 128 participants · 2023
  2. 2
    Pella Tennessee, LLC Life And Disability Benefits Plannot reported in the loaded dataset
    Plan #504 · 132 participants · 2023
  3. 3
    Pella Tennessee, LLC Health, Dental, And Vision Benefits Plannot reported in the loaded dataset
    Plan #502 · 89 participants · 2023
  4. 4
    Pella Tennessee, LLC Accident And Critical Illness Benefits Plannot reported in the loaded dataset
    Plan #503 · 36 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pella Tennessee, LLC. Open one for its full reported snapshot.

  1. 2023
    Pella Tennessee 401(K) Plan128 participants · 2Sch HSch C
    View filing →
  2. 2023
    Pella Tennessee, LLC Life And Disability Benefits Plan132 participants · 2No schedules
    View filing →
  3. 2023
    Pella Tennessee, LLC Health, Dental, And Vision Benefits Plan89 participants · 2No schedules
    View filing →
  4. 2023
    Pella Tennessee, LLC Accident And Critical Illness Benefits Plan36 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pella Tennessee, LLC report on Form 5500?
Pella Tennessee, LLC (EIN 20-2745077) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pella Tennessee, LLC?
The Employer Identification Number (EIN) reported for Pella Tennessee, LLC is 20-2745077.
What is the latest Form 5500 filing year for Pella Tennessee, LLC?
The latest loaded Form 5500 filing year for Pella Tennessee, LLC is 2023.

Related Form 5500 pages