Plan5500

Golden Triangle Planning And Development District, Inc. Tax-Sheltered Annuity Plan — Form 5500 plan (Golden Triangle 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, Golden Triangle Planning And Development District, Inc. Tax-Sheltered Annuity Plan is a benefit plan reported by Golden Triangle Planning And Development District, Inc. under EIN 64-0508015 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,090,153 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.1MPlan net assets, end of year$13,090,153
Participants193Covered participants reported
Assets / participant$67.8KComputed: assets ÷ participants$67,825 (computed)
Provider compensation$133.4K4 Schedule C provider row(s)$133,392
Plan sponsor
Golden Triangle Planning And Development District, Inc.
EIN
64-0508015
Plan number
001
Plan type
2
Location
Starkville, MS
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    193 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$766.6K
Benefits paid / distributions$746.8K
Contributions
Employer$232.4K
Participant$293K
Full reported line items

Net assets

Total assets (EOY)
$13,090,153
Total liabilities (EOY)
$0
Net assets (EOY)
$13,090,153
Net assets (BOY)
$12,463,869

Income & contributions

Employer contributions
$232,420
Participant contributions
$292,988
Total contributions
$525,408
Total income / additions
$1,392,863

Expenses & distributions

Benefits paid
$746,847
Administrative expenses
$19,732
Total expenses
$766,579
Net increase / (decrease)
$626,284
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Csenge Advisory Group$56.8K
    NONE · Direct $0 · Indirect $56.8K
  2. 2
    American United Life Insurance Co.$50.7K
    NONE · Direct $120 · Indirect $50.5K
  3. 3
    Watkins, Ward & Stafford, Pllc$18.3K
    NONE · Direct $18.3K
  4. 4
    Hub International Gulf South$7.6K
    NONE · Direct $1.3K · Indirect $6.3K

Related Form 5500 pages