Retirement Plan For Employees Of Pearl River Valley Electric Power Association — Form 5500 plan (Pearl River Valley Electric Power Association)
Plain-English plan 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, Retirement Plan For Employees Of Pearl River Valley Electric Power Association is a benefit plan reported by Pearl River Valley Electric Power Association under EIN 64-0219645 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $58,845,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pearl River Valley Electric Power Association
- EIN
- 64-0219645
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MS
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $58,845,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20250613132056NAL0051401810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,845,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,845,006
- Net assets (BOY)
- $51,558,674
Income & contributions
- Employer contributions
- $2,800,000
- Total contributions
- $2,800,000
- Total income / additions
- $9,885,459
Expenses & distributions
- Benefits paid
- $2,383,173
- Administrative expenses
- $215,954
- Total expenses
- $2,599,127
- Net increase / (decrease)
- $7,286,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnolia Capital Advisors | NONE | $212,792 | $0 | 2023 |