2023 Form 5500 filing — Retirement Plan For Employees Of Pearl River Valley Electric Power Association
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 20250613132056NAL0051401810001) for Retirement Plan For Employees Of Pearl River Valley Electric Power Association, reported by Pearl River Valley Electric Power Association under EIN 64-0219645 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613132056NAL0051401810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pearl River Valley Electric Power Association
- EIN
- 64-0219645
- Plan number
- 001
- Location
- Columbia, MS
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,845,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,845,006
- Employer contributions
- $2,800,000
- Total income / additions
- $9,885,459
- Benefits paid
- $2,383,173
- Administrative expenses
- $215,954
- Total expenses
- $2,599,127
- Net increase / (decrease)
- $7,286,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnolia Capital Advisors | NONE | $212,792 | $0 |