Indianola, 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, Indianola, MS has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $51,860,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $51,860,127
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $51,860,127
Contributions & income
- Employer contributions
- $613,788
- Participant contributions
- $1,177,572
- Total income / additions
- $8,007,895
Expenses & distributions
- Benefits paid / distributions
- $4,023,890
- Total expenses
- $4,093,295
- Net increase / (decrease)
- $3,914,600
Coverage
- Total reported participants
- 791
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Indianola, 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 |
|---|---|---|---|
| Planters Bank And Trust Company 401(K) Retirement Plan | Planters Bank And Trust Company | $29,375,049 | 2023 |
| Planters Bank And Trust Company Employee Stock Ownership Plan | Planters Bank And Trust Company | $22,485,078 | 2023 |
| Planters Bank And Trust Company Wrap Welfare Benefit Plan | Planters Bank And Trust Company | not reported in the loaded dataset | 2023 |
| Gresham Petroleum Health And Welfare Plan | Gresham Petroleum Company | not reported in the loaded dataset | 2023 |
Largest plans in Indianola → · Indianola plans by participants → · Indianola plans with financial data → · Indianola plans with provider compensation → · $1B+ plans in Indianola →
Related Form 5500 pages
- All MS Form 5500 filings
- Planters Bank And Trust Company 401(K) Retirement Plan (plan 002)
- Planters Bank And Trust Company — all reported plans
- Planters Bank And Trust Company Employee Stock Ownership Plan (plan 001)
- Planters Bank And Trust Company Wrap Welfare Benefit Plan (plan 501)
- Gresham Petroleum Health And Welfare Plan (plan 501)
- Gresham Petroleum Company — all reported plans
- Methodology
- Data sources