Brandon, 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, Brandon, MS has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $16,386,530 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,386,530
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,386,530

Contributions & income

Employer contributions
$145,239
Participant contributions
$466,124
Total income / additions
$5,911,402

Expenses & distributions

Benefits paid / distributions
$879,116
Total expenses
$908,798
Net increase / (decrease)
$5,002,604

Coverage

Total reported participants
309
Plans with financial statements
7
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brandon, 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 Brandon, MS
PlanSponsorReported assets (EOY)Year
Hammitt Inc. 401(K) PlanHammitt Inc.$6,261,0132023
Blair, Bondurant, & Patterson, P.A. 401(K) PlanBlair, Bondurant, & Patterson, P.A.$4,998,2722023
Rogers-Dabbs Chevrolet, Inc. 401(K) PlanRogers-Dabbs Chevrolet, Inc.$3,382,4862023
Interval Ventures, Inc. 401(K) PlanInterval Ventures, Inc.$1,074,3562023
Ekr Inc. Profit Sharing PlanEkr Inc.$576,3282023
The Mcm Enterprise, Inc. 401(K) PlanThe Mcm Enterprise, Inc.$94,0752023
Swing Batter Inc 401(K) PlanSwing Batter Inc$02023
Secorp Industries Health And Welfare Benefit PlanSecorp Industries Partnershipnot reported in the loaded dataset2023

Related Form 5500 pages