Louisville, 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, Louisville, MS has 13 loaded benefit plan(s) reported by 5 plan sponsor(s), with $133,962,948 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $133,962,948
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $133,962,948
Contributions & income
- Employer contributions
- $4,553,036
- Participant contributions
- $9,240,266
- Total income / additions
- $31,727,491
Expenses & distributions
- Benefits paid / distributions
- $8,096,861
- Total expenses
- $8,186,446
- Net increase / (decrease)
- $23,541,045
Coverage
- Total reported participants
- 9,218
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Louisville, 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 Taylor Group, Inc. 401(K) Plan | The Taylor Group, Inc. | $101,927,837 | 2023 |
| Taylor Machine Works, Inc. Bargaining Unit 401(K) Plan | Taylor Machine Works, Inc. | $16,404,587 | 2023 |
| Winston County Medical Foundation 403(B) Retirement Plan | Winston County Medical Foundation | $10,103,403 | 2023 |
| Wood Resources Employee Savings Plan | New Wood Resources, LLC | $5,527,121 | 2023 |
| The Taylor Group, Inc. Group Life Insurance Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group Employee Dental And Vision Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group, Inc. Accident And Sickness Short Term Disability Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group, Inc. Supplemental Life Insurance Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group Long Term Disability Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group, Inc. Supplemental Short Term Disability Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group, Inc. Employee Supplemental Cancer Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| The Taylor Group, Inc. Group Health Plan | The Taylor Group, Inc. | not reported in the loaded dataset | 2023 |
| Winston Plywood & Veneer Employees Welfare Plan | Winston Plywood & Veneer | not reported in the loaded dataset | 2023 |
Largest plans in Louisville → · Louisville plans by participants → · Louisville plans with financial data → · Louisville plans with provider compensation → · $1B+ plans in Louisville →
Related Form 5500 pages
- All MS Form 5500 filings
- The Taylor Group, Inc. 401(K) Plan (plan 001)
- The Taylor Group, Inc. — all reported plans
- Taylor Machine Works, Inc. Bargaining Unit 401(K) Plan (plan 005)
- Taylor Machine Works, Inc. — all reported plans
- Winston County Medical Foundation 403(B) Retirement Plan (plan 001)
- Winston County Medical Foundation — all reported plans
- Wood Resources Employee Savings Plan (plan 001)
- New Wood Resources, LLC — all reported plans
- The Taylor Group, Inc. Group Life Insurance Plan (plan 501)
- The Taylor Group Employee Dental And Vision Plan (plan 502)
- The Taylor Group, Inc. Accident And Sickness Short Term Disability Plan (plan 503)
- The Taylor Group, Inc. Supplemental Life Insurance Plan (plan 504)
- The Taylor Group Long Term Disability Plan (plan 505)
- The Taylor Group, Inc. Supplemental Short Term Disability Plan (plan 506)
- The Taylor Group, Inc. Employee Supplemental Cancer Plan (plan 507)
- The Taylor Group, Inc. Group Health Plan (plan 508)
- Winston Plywood & Veneer Employees Welfare Plan (plan 501)
- Winston Plywood & Veneer — all reported plans
- Methodology
- Data sources