Yazoo City, 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, Yazoo City, MS has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $24,389,283 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,389,283
- Total reported liabilities (EOY)
- $31,818
- Total reported net assets (EOY)
- $24,277,577
Contributions & income
- Employer contributions
- $634,373
- Participant contributions
- $1,593,355
- Total income / additions
- $5,589,223
Expenses & distributions
- Benefits paid / distributions
- $2,399,202
- Total expenses
- $2,544,040
- Net increase / (decrease)
- $3,045,183
Coverage
- Total reported participants
- 1,186
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yazoo City, 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 |
|---|---|---|---|
| Agup Equipment Company 401(K) Plan | Agup Equipment Company | $23,213,615 | 2023 |
| Simmons Farm Raised Catfish, Inc. 401(K) Plan | Simmons Farm Raised Catfish, Inc. | $1,053,691 | 2023 |
| The Clegg Corporation 401(K) Plan | The Clegg Corporation | $79,888 | 2023 |
| Kilauea Star Consulting Co. Retirement Plan | Kilauea Star Consulting Co. | $42,089 | 2023 |
| First Choice Home Care LLC Employee Health Benefit Plan | First Choice Home Care LLC | not reported in the loaded dataset | 2023 |
| Agup Equipment Company Health Plan | Agup Equipment Company | not reported in the loaded dataset | 2023 |
Largest plans in Yazoo City → · Yazoo City plans by participants → · Yazoo City plans with financial data → · Yazoo City plans with provider compensation → · $1B+ plans in Yazoo City →
Related Form 5500 pages
- All MS Form 5500 filings
- Agup Equipment Company 401(K) Plan (plan 001)
- Agup Equipment Company — all reported plans
- Simmons Farm Raised Catfish, Inc. 401(K) Plan (plan 001)
- Simmons Farm Raised Catfish, Inc. — all reported plans
- The Clegg Corporation 401(K) Plan (plan 001)
- The Clegg Corporation — all reported plans
- Kilauea Star Consulting Co. Retirement Plan (plan 001)
- Kilauea Star Consulting Co. — all reported plans
- First Choice Home Care LLC Employee Health Benefit Plan (plan 501)
- First Choice Home Care LLC — all reported plans
- Agup Equipment Company Health Plan (plan 501)
- Methodology
- Data sources