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TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN
Plan identification number 002

TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TENNESSEE FARM BUREAU FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:TENNESSEE FARM BUREAU FEDERATION
Employer identification number (EIN):620380840
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULIE BOWLING JEFF AIKEN2018-09-07
0022016-01-01WAYNE HARRIS JEFF AIKEN2017-06-05
0022015-01-01WAYNE HARRIS JEFF AIKEN2016-06-20
0022014-01-01WAYNE HARRIS LACY UPCHURCH2015-06-16
0022014-01-01WAYNE HARRIS LACY UPCHURCH2015-06-16
0022013-01-01WAYNE HARRIS LACY UPCHURCH2014-07-01
0022012-01-01WAYNE HARRIS WAYNE HARRIS2013-07-23
0022011-01-01WAYNE HARRIS LACY UPCHURCH2012-10-02
0022009-01-01WAYNE HARRIS LACY UPCHURCH2010-06-28
0022009-01-01WAYNE HARRIS LACY UPCHURCH2010-06-28

Plan Statistics for TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01106
Total number of active participants reported on line 7a of the Form 55002022-01-0168
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01103
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01106
Number of participants with account balances2021-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01113
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01108
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01113
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01111
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01104
Total number of active participants reported on line 7a of the Form 55002017-01-01126
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01161
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01104
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01119
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01112
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01118
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01119
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01117
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01118
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01117
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01115
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$62,646
Total unrealized appreciation/depreciation of assets2022-12-31$62,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,471,535
Total loss/gain on sale of assets2022-12-31$529
Total of all expenses incurred2022-12-31$474,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$466,460
Value of total corrective distributions2022-12-31$8,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$408,544
Value of total assets at end of year2022-12-31$12,205,281
Value of total assets at beginning of year2022-12-31$14,151,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$217,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$217,952
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$322,898
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,860
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$10,091
Other income not declared elsewhere2022-12-31$5,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,946,028
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,205,281
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,151,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,279,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,245,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,166,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$2,844,918
Assets. Invements in employer securities at beginning of year2022-12-31$2,825,091
Contributions received in cash from employer2022-12-31$80,786
Employer contributions (assets) at end of year2022-12-31$80,786
Employer contributions (assets) at beginning of year2022-12-31$80,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$456,369
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$43,347
Aggregate carrying amount (costs) on sale of assets2022-12-31$42,818
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2022-12-31521446779
2021 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$189,975
Total unrealized appreciation/depreciation of assets2021-12-31$189,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,452,221
Total loss/gain on sale of assets2021-12-31$75,260
Total of all expenses incurred2021-12-31$1,601,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,585,707
Value of total corrective distributions2021-12-31$15,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$528,658
Value of total assets at end of year2021-12-31$14,151,309
Value of total assets at beginning of year2021-12-31$13,300,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$543,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$543,055
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$317,833
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$130,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$23,983
Other income not declared elsewhere2021-12-31$549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$851,210
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,151,309
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,300,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,245,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,275,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,114,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$2,825,091
Assets. Invements in employer securities at beginning of year2021-12-31$2,937,684
Contributions received in cash from employer2021-12-31$80,510
Employer contributions (assets) at end of year2021-12-31$80,510
Employer contributions (assets) at beginning of year2021-12-31$87,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,561,724
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$377,828
Aggregate carrying amount (costs) on sale of assets2021-12-31$302,568
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2021-12-31521446779
2020 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$327,849
Total unrealized appreciation/depreciation of assets2020-12-31$327,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,480,921
Total loss/gain on sale of assets2020-12-31$30,191
Total of all expenses incurred2020-12-31$2,527,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,518,659
Value of total corrective distributions2020-12-31$8,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$443,245
Value of total assets at end of year2020-12-31$13,300,099
Value of total assets at beginning of year2020-12-31$13,346,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$297,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$297,272
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$356,070
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$9,257
Other income not declared elsewhere2020-12-31$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-46,483
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,300,099
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,346,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,275,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,191,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,382,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$2,937,684
Assets. Invements in employer securities at beginning of year2020-12-31$3,062,414
Contributions received in cash from employer2020-12-31$87,175
Employer contributions (assets) at end of year2020-12-31$87,175
Employer contributions (assets) at beginning of year2020-12-31$92,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,509,402
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$482,635
Aggregate carrying amount (costs) on sale of assets2020-12-31$452,444
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2020-12-31521446779
2019 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$123,894
Total unrealized appreciation/depreciation of assets2019-12-31$123,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,609,545
Total loss/gain on sale of assets2019-12-31$2,388
Total of all expenses incurred2019-12-31$518,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$502,122
Value of total corrective distributions2019-12-31$16,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$455,653
Value of total assets at end of year2019-12-31$13,346,582
Value of total assets at beginning of year2019-12-31$11,255,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$248,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$248,893
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$363,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,167
Other income not declared elsewhere2019-12-31$11,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,091,315
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,346,582
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,255,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,191,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,054,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,766,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$3,062,414
Assets. Invements in employer securities at beginning of year2019-12-31$3,114,502
Contributions received in cash from employer2019-12-31$92,387
Employer contributions (assets) at end of year2019-12-31$92,387
Employer contributions (assets) at beginning of year2019-12-31$86,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$499,955
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$181,002
Aggregate carrying amount (costs) on sale of assets2019-12-31$178,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2019-12-31521446779
2018 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$63,700
Total unrealized appreciation/depreciation of assets2018-12-31$63,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$113,121
Total loss/gain on sale of assets2018-12-31$11,767
Total of all expenses incurred2018-12-31$1,100,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,096,895
Value of total corrective distributions2018-12-31$2,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$439,261
Value of total assets at end of year2018-12-31$11,255,267
Value of total assets at beginning of year2018-12-31$12,242,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,139
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$254,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$254,760
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$345,934
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$467,636
Other income not declared elsewhere2018-12-31$4
Administrative expenses (other) incurred2018-12-31$1,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-987,149
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,255,267
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,242,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,054,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,970,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-656,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$3,114,502
Assets. Invements in employer securities at beginning of year2018-12-31$3,185,694
Contributions received in cash from employer2018-12-31$86,244
Employer contributions (assets) at end of year2018-12-31$86,244
Employer contributions (assets) at beginning of year2018-12-31$85,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$629,259
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$176,213
Aggregate carrying amount (costs) on sale of assets2018-12-31$164,446
2017 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,028,593
Expenses. Total of all expenses incurred2017-12-31$885,127
Benefits paid (including direct rollovers)2017-12-31$885,127
Total plan assets at end of year2017-12-31$12,242,416
Total plan assets at beginning of year2017-12-31$11,098,950
Value of fidelity bond covering the plan2017-12-31$1,500,000
Total contributions received or receivable from participants2017-12-31$332,836
Contributions received from other sources (not participants or employers)2017-12-31$265,247
Other income received2017-12-31$1,344,685
Net income (gross income less expenses)2017-12-31$1,143,466
Net plan assets at end of year (total assets less liabilities)2017-12-31$12,242,416
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,098,950
Assets. Value of employer securities2017-12-31$3,185,694
Total contributions received or receivable from employer(s)2017-12-31$85,825
2016 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-407,346
Total income from all sources2016-12-31$1,222,375
Expenses. Total of all expenses incurred2016-12-31$616,966
Benefits paid (including direct rollovers)2016-12-31$616,171
Total plan assets at end of year2016-12-31$11,098,950
Total plan assets at beginning of year2016-12-31$10,900,887
Value of fidelity bond covering the plan2016-12-31$1,500,000
Total contributions received or receivable from participants2016-12-31$346,607
Other income received2016-12-31$788,923
Net income (gross income less expenses)2016-12-31$605,409
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,098,950
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,900,887
Assets. Value of employer securities2016-12-31$2,954,112
Total contributions received or receivable from employer(s)2016-12-31$86,845
Value of corrective distributions2016-12-31$795
2015 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-166,596
Total income from all sources2015-12-31$741,229
Expenses. Total of all expenses incurred2015-12-31$402,629
Benefits paid (including direct rollovers)2015-12-31$402,629
Total plan assets at end of year2015-12-31$10,900,887
Total plan assets at beginning of year2015-12-31$10,728,883
Value of fidelity bond covering the plan2015-12-31$1,500,000
Total contributions received or receivable from participants2015-12-31$333,366
Contributions received from other sources (not participants or employers)2015-12-31$1,103
Other income received2015-12-31$322,635
Net income (gross income less expenses)2015-12-31$338,600
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,900,887
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,728,883
Assets. Value of employer securities2015-12-31$2,912,870
Total contributions received or receivable from employer(s)2015-12-31$84,125
2014 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,418,607
Expenses. Total of all expenses incurred2014-12-31$1,447,505
Benefits paid (including direct rollovers)2014-12-31$1,447,505
Total plan assets at end of year2014-12-31$10,728,883
Total plan assets at beginning of year2014-12-31$10,757,781
Value of fidelity bond covering the plan2014-12-31$1,500,000
Total contributions received or receivable from participants2014-12-31$301,670
Other income received2014-12-31$1,039,497
Net income (gross income less expenses)2014-12-31$-28,898
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,728,883
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,757,781
Assets. Value of employer securities2014-12-31$2,792,186
Total contributions received or receivable from employer(s)2014-12-31$77,440
2013 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,964,746
Expenses. Total of all expenses incurred2013-12-31$578,661
Benefits paid (including direct rollovers)2013-12-31$578,661
Total plan assets at end of year2013-12-31$10,757,781
Total plan assets at beginning of year2013-12-31$9,371,696
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$286,735
Other income received2013-12-31$1,604,186
Net income (gross income less expenses)2013-12-31$1,386,085
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,757,781
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,371,696
Assets. Value of employer securities2013-12-31$2,931,014
Total contributions received or receivable from employer(s)2013-12-31$73,825
2012 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-93,760
Total income from all sources2012-12-31$1,329,958
Expenses. Total of all expenses incurred2012-12-31$388,654
Benefits paid (including direct rollovers)2012-12-31$388,654
Total plan assets at end of year2012-12-31$9,371,696
Total plan assets at beginning of year2012-12-31$8,524,152
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$292,924
Contributions received from other sources (not participants or employers)2012-12-31$914
Other income received2012-12-31$961,482
Net income (gross income less expenses)2012-12-31$941,304
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,371,696
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,524,152
Assets. Value of employer securities2012-12-31$2,757,181
Total contributions received or receivable from employer(s)2012-12-31$74,638
2011 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$877,391
Expenses. Total of all expenses incurred2011-12-31$253,207
Benefits paid (including direct rollovers)2011-12-31$253,207
Total plan assets at end of year2011-12-31$8,524,152
Total plan assets at beginning of year2011-12-31$7,899,968
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$275,674
Contributions received from other sources (not participants or employers)2011-12-31$580
Other income received2011-12-31$530,884
Net income (gross income less expenses)2011-12-31$624,184
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,524,152
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,899,968
Assets. Value of employer securities2011-12-31$2,645,753
Total contributions received or receivable from employer(s)2011-12-31$70,253
2010 : TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,274,295
Expenses. Total of all expenses incurred2010-12-31$210,304
Benefits paid (including direct rollovers)2010-12-31$210,304
Total plan assets at end of year2010-12-31$7,899,968
Total plan assets at beginning of year2010-12-31$6,835,977
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$275,190
Other income received2010-12-31$926,330
Net income (gross income less expenses)2010-12-31$1,063,991
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,899,968
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,835,977
Assets. Value of employer securities2010-12-31$2,335,827
Total contributions received or receivable from employer(s)2010-12-31$72,775

Form 5500 Responses for TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN

2022: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TENNESSEE FARM BUREAU FEDERATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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