First National Bank Of Tennessee 401(K) Profit Sharing Plan — Form 5500 plan (First National Bank Of Tennessee)

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, First National Bank Of Tennessee 401(K) Profit Sharing Plan is a benefit plan reported by First National Bank Of Tennessee under EIN 62-0727200 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $26,796,228 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.8MPlan net assets, end of year$26,796,228
Participants170Covered participants reported
Assets / participant$157.6KComputed: assets ÷ participants$157,625 (computed)
Provider compensation$1.1K2 Schedule C provider row(s)$1,054
Plan sponsor
First National Bank Of Tennessee
EIN
62-0727200
Plan number
001
Plan type
2
Location
Livingston, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    170 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)$26.8M total assets
Net assets$26.8MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$664.1K
Participant$984.1K
Full reported line items

Net assets

Total assets (EOY)
$26,796,228
Total liabilities (EOY)
$0
Net assets (EOY)
$26,796,228
Net assets (BOY)
$23,049,022

Income & contributions

Employer contributions
$664,130
Participant contributions
$984,112
Total contributions
$1,648,242
Total income / additions
$5,179,423

Expenses & distributions

Benefits paid
$1,431,163
Administrative expenses
$1,054
Total expenses
$1,432,217
Net increase / (decrease)
$3,747,206
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 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%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
    CONTRACT ADMIN · Direct $804
  2. 2
    RECORDKEEPER · Direct $250 · Indirect $0

Related Form 5500 pages