Batesville, MS Form 5500 retirement and benefit plan filings

City Form 5500 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, Batesville, MS has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $160,298,768 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$160,298,768
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$160,298,768

Contributions & income

Employer contributions
$3,829,569
Participant contributions
$7,510,589
Total income / additions
$32,618,787

Expenses & distributions

Benefits paid / distributions
$13,751,455
Total expenses
$13,938,486
Net increase / (decrease)
$18,680,301

Coverage

Total reported participants
4,784
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Batesville, MS plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Batesville, MS
PlanSponsorReported assets (EOY)Year
The Dunlap & Kyle Co., Inc. Profit Sharing Plan And TrustDunlap & Kyle Co., Inc.$117,663,2192023
First Security Bank 401(K) Profit Sharing PlanFirst Security Bank$20,733,3892023
First Security Bank Employee Stock Ownership PlanFirst Security Bank$18,512,6562023
Progressive Health Systems, Inc. 401(K) PlanProgressive Medical Enterprise LLC$2,248,1622023
Huron Smith Oil Company, Inc. Profit Sharing 401(K) PlanHuron Smith Oil Company, Inc.$1,141,3422023
Stephen Henning Profit Sharing PlanStephen Henning$02023
Dunlap & Kyle Co. , Inc. Texas Injury Benefit PlanDunlap & Kyle Co., Inc.not reported in the loaded dataset2023
Progressive Medical Enterprise LLC Health & Welfare Benefits PlanProgressive Medical Enterprise LLCnot reported in the loaded dataset2023
Dunlap & Kyle Co. IncDunlap & Kyle Co. Incnot reported in the loaded dataset2023

Related Form 5500 pages