How many Form 5500 benefit plans are loaded for Clarksdale, MS?

1 plan(s) reported by 1 sponsor(s) are loaded for Clarksdale, MS.

Clarksdale, 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, Clarksdale, MS has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $6,752,717 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Clarksdale

1 loaded plans hold $6.8M in reported assets across 1 sponsors.
The largest, First National Bank Of Clarksdale Employee Stock Ownership Plan, holds 100% of reported Clarksdale plan assets.
Plans cover 60 participants — about 60 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,750,939

Total reported assets$6.8M$6,752,717

Total reported participants60

Total reported liabilities$1.8K$1,778

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets

Net assets$6.8MLiabilities$1.8K

Contributions & income

Employer contributions$120K

Participant contributions$0

Total income / additions$513.3K

Expenses & distributions

Benefits paid / distributions$200.2K

Total expenses$200.2K

Net increase / (decrease)$313.1K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clarksdale, 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.

Computed from loaded plans

Clarksdale market comparison

Largest plan share of assets100%First National Bank Of Clarksdale Employee Stock Ownership Plan

Participants per plan60Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Clarksdale

Bars show each plan's reported end-of-year assets relative to the largest.

1
First National Bank Of Clarksdale Employee Stock Ownership Plan$6.8M
First National Bank Of Clarksdale · 2023

Largest plans in Clarksdale → · Clarksdale plans by participants → · Clarksdale plans with financial data → · Clarksdale plans with provider compensation → · $1B+ plans in Clarksdale →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clarksdale, MS?: 1 plan(s) reported by 1 sponsor(s) are loaded for Clarksdale, MS.