Three Rivers Planning And Development District, Inc. Retirement Savings Plan — Form 5500 plan (Three Rivers Planning And Development District, Inc)

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, Three Rivers Planning And Development District, Inc. Retirement Savings Plan is a benefit plan reported by Three Rivers Planning And Development District, Inc under EIN 64-0507939 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $8,415,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Three Rivers Planning And Development District, Inc
EIN
64-0507939
Plan number
002
Plan type
2
Location
Pontotoc, MS
Latest filing year
2023
Participants
128
End-of-year plan assets
$8,415,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241009180456NAL0009450339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,415,467
Total liabilities (EOY)
$0
Net assets (EOY)
$8,415,467
Net assets (BOY)
$7,659,869

Income & contributions

Employer contributions
$197,253
Total contributions
$197,253
Total income / additions
$1,242,771

Expenses & distributions

Benefits paid
$486,257
Administrative expenses
$916
Total expenses
$487,173
Net increase / (decrease)
$755,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNONE$916$19,2932023

Related Form 5500 pages