Southern Mississippi Planning And Development District Defined Contribution Pension Plan — Form 5500 plan (Southern Mississippi Planning And Development District)
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, Southern Mississippi Planning And Development District Defined Contribution Pension Plan is a benefit plan reported by Southern Mississippi Planning And Development District under EIN 64-0441554 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $10,203,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Mississippi Planning And Development District
- EIN
- 64-0441554
- Plan number
- 002
- Plan type
- 2
- Location
- Gulfport, MS
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $10,203,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240710121041NAL0008570883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,203,126
- Net assets (EOY)
- $10,203,126
- Net assets (BOY)
- $8,640,438
Income & contributions
- Employer contributions
- $820,867
- Total contributions
- $820,867
- Total income / additions
- $1,961,449
Expenses & distributions
- Benefits paid
- $396,795
- Administrative expenses
- $1,966
- Total expenses
- $398,761
- Net increase / (decrease)
- $1,562,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co | NONE | $1,966 | $0 | 2023 |