Plan5500

Presbyterian Homes Of Tennessee Inc Retirement Savings Plan — Form 5500 plan (Presbyterian Homes Of Tennessee Inc)

Plain-English plan 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, Presbyterian Homes Of Tennessee Inc Retirement Savings Plan is a benefit plan reported by Presbyterian Homes Of Tennessee Inc under EIN 62-0698709 and plan number 002. The latest loaded filing year is 2023. The filing reports 705 participants and $11,859,550 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.9MPlan net assets, end of year$11,859,550
Participants705Covered participants reported
Assets / participant$16.8KComputed: assets ÷ participants$16,822 (computed)
Provider compensation$5.8K2 Schedule C provider row(s)$5,838
Plan sponsor
Presbyterian Homes Of Tennessee Inc
EIN
62-0698709
Plan number
002
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    705 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$237.6K
Participant$470.5K
Full reported line items

Net assets

Total assets (EOY)
$11,859,550
Total liabilities (EOY)
$0
Net assets (EOY)
$11,859,550
Net assets (BOY)
$11,971,244

Income & contributions

Employer contributions
$237,602
Participant contributions
$470,462
Total contributions
$709,734
Total income / additions
$1,770,708

Expenses & distributions

Benefits paid
$1,848,098
Administrative expenses
$5,838
Total expenses
$1,882,402
Net increase / (decrease)
-$111,694
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income104%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$5.4K
    RECORDKEEPER · Direct $5.4K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$468
    INVESTMENT MGMT · Direct $468

What to inspect next

Frequently asked questions

Who sponsors the Presbyterian Homes Of Tennessee Inc Retirement Savings Plan?
Presbyterian Homes Of Tennessee Inc Retirement Savings Plan is reported as sponsored by Presbyterian Homes Of Tennessee Inc (EIN 62-0698709, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Presbyterian Homes Of Tennessee Inc Retirement Savings Plan?
The latest Form 5500 filing year loaded for Presbyterian Homes Of Tennessee Inc Retirement Savings Plan is 2023.
How many participants does Presbyterian Homes Of Tennessee Inc Retirement Savings Plan report?
Presbyterian Homes Of Tennessee Inc Retirement Savings Plan reports 705 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Presbyterian Homes Of Tennessee Inc Retirement Savings Plan?
Presbyterian Homes Of Tennessee Inc Retirement Savings Plan reports $11,859,550 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages