Fulton, 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, Fulton, MS has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $97,369,414 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $97,369,414
- Total reported liabilities (EOY)
- $20,448,615
- Total reported net assets (EOY)
- $76,920,799
Contributions & income
- Employer contributions
- $3,723,404
- Participant contributions
- $2,959,252
- Total income / additions
- $19,102,597
Expenses & distributions
- Benefits paid / distributions
- $5,867,664
- Total expenses
- $6,422,154
- Net increase / (decrease)
- $12,680,443
Coverage
- Total reported participants
- 3,182
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fulton, 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 |
|---|---|---|---|
| F.L. Crane & Sons, Inc. Employee Stock Ownership Plan | F.L. Crane & Sons, Inc. | $77,794,773 | 2023 |
| F.L. Crane & Sons, Inc. 401(K) Plan | F.L. Crane & Sons, Inc. | $17,527,772 | 2023 |
| Max Home, LLC Employees Savings Trust | Max Home, LLC | $2,002,402 | 2023 |
| F L Crane & Sons Inc Employee Benefit Plan | F L Crane & Sons Inc | $44,467 | 2023 |
| F.L. Crane & Sons, Inc. Welfare Benefit Plan | F.L. Crane & Sons, Inc. | $0 | 2023 |
| Max Home, LLC Life/Ad&D | Max Home, LLC | not reported in the loaded dataset | 2023 |
| Max Home, LLC Welfare Benefit Plan | Max Home, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Fulton → · Fulton plans by participants → · Fulton plans with financial data → · Fulton plans with provider compensation → · $1B+ plans in Fulton →
Related Form 5500 pages
- All MS Form 5500 filings
- F.L. Crane & Sons, Inc. Employee Stock Ownership Plan (plan 002)
- F.L. Crane & Sons, Inc. — all reported plans
- F.L. Crane & Sons, Inc. 401(K) Plan (plan 001)
- Max Home, LLC Employees Savings Trust (plan 001)
- Max Home, LLC — all reported plans
- F L Crane & Sons Inc Employee Benefit Plan (plan 501)
- F L Crane & Sons Inc — all reported plans
- F.L. Crane & Sons, Inc. Welfare Benefit Plan (plan 502)
- Max Home, LLC Life/Ad&D (plan 502)
- Max Home, LLC Welfare Benefit Plan (plan 501)
- Methodology
- Data sources