Plan5500

Houlka, 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, Houlka, MS has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $187,356 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Houlka

  • 2 loaded plans hold $187.4K in reported assets across 2 sponsors.
  • The largest, Dancing Leaf Investment Group Inc. Retirement Plan, holds 100% of reported Houlka plan assets.
  • Plans cover 139 participants — about 70 per plan.
  • 50% 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$187.4KSummed across loaded plans$187,356
Total reported assets$187.4K$187,356
Total reported participants139
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$187.4K total assets
Net assets$187.4KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$4.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Houlka market comparison

Largest plan share of assets100%Dancing Leaf Investment Group Inc. Retirement Plan
Participants per plan70Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Houlka

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

  1. 1
    Dancing Leaf Investment Group Inc. Retirement Plan$187.4K
    Dancing Leaf Investment Group Inc. · 2023
  2. 2
    Affordable Furniture Mfg. Co., Inc. Welfare Benefit Plannot reported in the loaded dataset
    Affordable Furniture Mfg. Co., Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Houlka, MS?
2 plan(s) reported by 2 sponsor(s) are loaded for Houlka, MS.

Related Form 5500 pages