Original filing (PDF)20230509113432NAL0054408962001

SOUTH BLOUNT COUNTY UTILITY DISTRICT

Name: SOUTH BLOUNT COUNTY UTILITY DISTRICT — SOUTH BLOUNT UTILITY DISTRICT 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SOUTH BLOUNT COUNTY UTILITY DISTRICT

Form 5500-SF

FILING_RECEIVED

SOUTH BLOUNT UTILITY DISTRICT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH BLOUNT COUNTY UTILITY DISTRICT.

Plan sponsor

Name

SOUTH BLOUNT COUNTY UTILITY DISTRICT

EIN

62-6031973

Address

320 PARTNERSHIP PARK · MARYVILLE, TN · 37801

Phone

(865) 982-3560

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2022-07-29

Filed

2023-05-09

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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