Batesville, MS Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Batesville, MS has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $160,298,768 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $160,298,768
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $160,298,768
Contributions & income
- Employer contributions
- $3,829,569
- Participant contributions
- $7,510,589
- Total income / additions
- $32,618,787
Expenses & distributions
- Benefits paid / distributions
- $13,751,455
- Total expenses
- $13,938,486
- Net increase / (decrease)
- $18,680,301
Coverage
- Total reported participants
- 4,784
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Batesville, MS plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust | Dunlap & Kyle Co., Inc. | $117,663,219 | 2023 |
| First Security Bank 401(K) Profit Sharing Plan | First Security Bank | $20,733,389 | 2023 |
| First Security Bank Employee Stock Ownership Plan | First Security Bank | $18,512,656 | 2023 |
| Progressive Health Systems, Inc. 401(K) Plan | Progressive Medical Enterprise LLC | $2,248,162 | 2023 |
| Huron Smith Oil Company, Inc. Profit Sharing 401(K) Plan | Huron Smith Oil Company, Inc. | $1,141,342 | 2023 |
| Stephen Henning Profit Sharing Plan | Stephen Henning | $0 | 2023 |
| Dunlap & Kyle Co. , Inc. Texas Injury Benefit Plan | Dunlap & Kyle Co., Inc. | not reported in the loaded dataset | 2023 |
| Progressive Medical Enterprise LLC Health & Welfare Benefits Plan | Progressive Medical Enterprise LLC | not reported in the loaded dataset | 2023 |
| Dunlap & Kyle Co. Inc | Dunlap & Kyle Co. Inc | not reported in the loaded dataset | 2023 |
Largest plans in Batesville → · Batesville plans by participants → · Batesville plans with financial data → · Batesville plans with provider compensation → · $1B+ plans in Batesville →
Related Form 5500 pages
- All MS Form 5500 filings
- The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust (plan 001)
- Dunlap & Kyle Co., Inc. — all reported plans
- First Security Bank 401(K) Profit Sharing Plan (plan 003)
- First Security Bank — all reported plans
- First Security Bank Employee Stock Ownership Plan (plan 002)
- Progressive Health Systems, Inc. 401(K) Plan (plan 001)
- Progressive Medical Enterprise LLC — all reported plans
- Huron Smith Oil Company, Inc. Profit Sharing 401(K) Plan (plan 001)
- Huron Smith Oil Company, Inc. — all reported plans
- Stephen Henning Profit Sharing Plan (plan 001)
- Stephen Henning — all reported plans
- Dunlap & Kyle Co. , Inc. Texas Injury Benefit Plan (plan 502)
- Progressive Medical Enterprise LLC Health & Welfare Benefits Plan (plan 501)
- Progressive Medical Enterprise LLC — all reported plans
- Dunlap & Kyle Co. Inc (plan 501)
- Methodology
- Data sources