2023 Form 5500 filing — Three Rivers Planning And Development District, Inc. Amended And Restated Tax-Sheltered Annuity 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 20241010181851NAL0020684689001) for Three Rivers Planning And Development District, Inc. Amended And Restated Tax-Sheltered Annuity Plan, reported by Three Rivers Planning And Development District, Inc under EIN 64-0507939 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010181851NAL0020684689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Three Rivers Planning And Development District, Inc
- EIN
- 64-0507939
- Plan number
- 001
- Location
- Pontotoc, MS
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,694,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,694,739
- Employer contributions
- $287,702
- Participant contributions
- $366,035
- Total income / additions
- $2,061,710
- Benefits paid
- $605,227
- Administrative expenses
- $910
- Total expenses
- $606,137
- Net increase / (decrease)
- $1,455,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $910 | $21,033 |