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Original filing (PDF)20250926123746NAL0010135488001
BANCTENN CORP.
Form 5500
FILING_RECEIVED
BANCTENN CORP. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
92% in single holding92% employer stockNo recordkeeper disclosed
Active participants
216
Accounts w/ balance
299
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BancTenn Corp. Common Stock, $8 Par Value, 92,317 Shares" is 92% of plan.
- 92% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANCTENN CORP..
Plan sponsor
Name
BANCTENN CORP.
EIN
62-1225291
Address
P.O. BOX 4980 · JOHNSON CITY, TN · 37602
Phone
(423) 279-2560
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MENKE & ASSOCIATES, INC. | 94-2349093 | — | NONE | $23K | — |
| MERCER CAPITAL | 62-1154641 | — | NONE | $13K | — |
Investments
2 direct securities· $7.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BancTenn Corp. Common Stock, $8 Par Value, 92,317 Shares | — | — | $3.6M | $7.1M | 91.7% | |
| Bank of Tennessee ESOP Trust Account | — | — | $647K | $647K | 8.3% |