How big is New Life TN's plan?

New Life TN's plan reported $496K in assets and 41 participants for 2024.

Original filing (PDF)20250723105458NAL0003982209001

New Life TN

Name: New Life TN — New Life TN Retirement Plan, Form 5500 (2024)
Creator: New Life TN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Life TN Retirement Plan

401(k) retirement plan · New Life TN's New Life TN Retirement Plan held $496K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$496K

Net assets (EOY)

$496K

People on this filing

Francine Phelps signed New Life TN's 2024 Form 5500 as plan administrator.

Francine Phelps — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

New Life TN's EIN is 62-1062771.

EIN 62-1062771

Plan number 001

Plan year 2024

ACK ID 20250723105458NAL0003982209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Life TN from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Life TN's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEW LIFE TN

EIN

all filings

Address

702 HUNDRED OAKS STREET · WINCHESTER, TN · 373980708

Phone

(931) 967-0100

Industry

Health Care & Social Assistance

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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