2023 Form 5500 filing — Southern Mississippi Planning And Development District 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710120912NAL0014862417003) for Southern Mississippi Planning And Development District 403(B) Plan, reported by Southern Mississippi Planning And Development District under EIN 64-0441554 and plan number 003. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710120912NAL0014862417003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Mississippi Planning And Development District
- EIN
- 64-0441554
- Plan number
- 003
- Location
- Gulfport, MS
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,762,282
- Net assets (EOY)
- $3,762,282
- Employer contributions
- $137,629
- Participant contributions
- $393,797
- Total income / additions
- $976,687
- Benefits paid
- $174,255
- Administrative expenses
- $1,559
- Total expenses
- $177,986
- Net increase / (decrease)
- $798,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Co | NONE | $1,559 | $0 |