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CARYVILLE JACKSBORO UTILITIES COMMISSION — CARYVILLE JACKSBORO UTILITIES COMMISSION MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007145327NAL0008149040001
CARYVILLE JACKSBORO UTILITIES COMMISSION
Form 5500-SF
FILING_RECEIVED
CARYVILLE JACKSBORO UTILITIES COMMISSION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
23
Accounts w/ balance
33
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARYVILLE JACKSBORO UTILITIES COMMISSION
.
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Plan sponsor
Name
CARYVILLE JACKSBORO UTILITIES COMMISSION
EIN
62-0935028
Address
P.O. BOX 121 · JACKSBORO, TN · 37757
Phone
(423) 562-9776
Industry
Utilities
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-07
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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