Belzoni, 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, Belzoni, MS has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $70,433,785 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$70,433,785
Total reported liabilities (EOY)
$9,408,571
Total reported net assets (EOY)
$61,025,214

Contributions & income

Employer contributions
$1,134,496
Participant contributions
$1,621,596
Total income / additions
$14,450,368

Expenses & distributions

Benefits paid / distributions
$2,941,902
Total expenses
$3,368,754
Net increase / (decrease)
$11,081,614

Coverage

Total reported participants
1,336
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belzoni, 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 Belzoni, MS
PlanSponsorReported assets (EOY)Year
Guaranty Bank & Trust Company Employee Stock Ownership PlanGuaranty Bank & Trust Company$39,495,6512023
Guaranty Bank & Trust Of Belzoni, Ms 401(K) PlanGuaranty Bank & Trust Company$28,868,1802023
401k Employee Retirement PlanMid-Delta Health Systems, Inc.$2,069,9542023
Guaranty Bank & Trust Company Benefit PlanGuaranty Bank & Trust Companynot reported in the loaded dataset2023
Total Healthcare Inc Flexible Benefits Cafeteria PlanTotal Healthcare Services Incnot reported in the loaded dataset2023
Mid-Delta Health Medical Benefits PlanMid-Delta Health Systems, Inc.not reported in the loaded dataset2023

Related Form 5500 pages