401(k)
2023 plan-year 401(k) DOL Form 5500

Centerstone of America, Inc. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Centerstone of America, Inc. · Tennessee · Healthcare & Social Assistance

What the 2023 filing shows

Centerstone of America, Inc. 401(k) Retirement Plan holds $14M for 334 participants — about $41,390 per participant, up 3.6% over the 2023 plan year.

$14M
total plan assets (2023 EOY)
334
covered participants
$41,390
avg assets per participant
+3.6%
assets growth YoY
Total Assets (2023)
$14M
Participants
334
State
Industry
Healthcare & Social Assistance

What the Filing Says About Centerstone of America, Inc. 401(k) Retirement Plan

Centerstone of America, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Centerstone of America, Inc., headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 334 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 200072992, and the plan has been effective since 2015-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $14M at year-end — a gain of 3.6%. Net assets (after liabilities) closed the year at $14M, with reported net income of $479K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$479K
Plan Type401(k)
Employer EIN200072992
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centerstone of America, Inc.)

Year Plans Participants Total Assets
2022 2 3,877 $106M
2023 2 3,875 $123M
2024 2 4,179 $134M

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Frequently Asked Questions

How much money is in the Centerstone of America, Inc. 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, Centerstone of America, Inc. 401(k) Retirement Plan holds $14M in total assets with 334 participants. It is sponsored by Centerstone of America, Inc..
What type of plan is Centerstone of America, Inc. 401(k) Retirement Plan?
Centerstone of America, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2015-11-01. The plan is filed with the U.S. Department of Labor under EIN 200072992.
Who sponsors the Centerstone of America, Inc. 401(k) Retirement Plan?
Centerstone of America, Inc. 401(k) Retirement Plan is sponsored by Centerstone of America, Inc., located in Tennessee. The sponsor's EIN is 200072992 and the plan operates in the Healthcare & Social Assistance industry.
How did Centerstone of America, Inc. 401(k) Retirement Plan perform in 2023?
Centerstone of America, Inc. 401(k) Retirement Plan grew by 3.6% during 2023, moving from $13M to $14M in total assets. Net income was $479K.
Where can I find official filings for Centerstone of America, Inc. 401(k) Retirement Plan?
Official Form 5500 filings for Centerstone of America, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200072992 or plan name at efast.dol.gov.
How does Centerstone of America, Inc. 401(k) Retirement Plan compare to other plans?
You can compare Centerstone of America, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 200072992.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.