Itta Bena, 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, Itta Bena, MS has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,771,145 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,771,145
- Total reported liabilities (EOY)
- $18,441
- Total reported net assets (EOY)
- $11,752,704
Contributions & income
- Employer contributions
- $321,872
- Participant contributions
- $695,248
- Total income / additions
- $2,397,765
Expenses & distributions
- Benefits paid / distributions
- $1,100,457
- Total expenses
- $1,188,158
- Net increase / (decrease)
- $1,209,607
Coverage
- Total reported participants
- 1,908
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Itta Bena, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Heartland Catfish/Tackett Farms 401(K) Plan | Heartland Catfish Company, Inc. | $8,013,928 | 2023 |
| America'S Catch Incorporated 401(K) Plan | America'S Catch Incorporated | $3,757,217 | 2023 |
| Scott Petroleum Corporation Welfare Benefit Plan | Scott Petroleum Corporation | not reported in the loaded dataset | 2023 |
| America'S Catch Group Medical | America'S Catch, Inc. | not reported in the loaded dataset | 2023 |
| Heartland Catfish Company, Inc. Pretax Benefit Plan | Heartland Catfish Company, Inc. | not reported in the loaded dataset | 2023 |
| America'S Catch Group Dental | America'S Catch, Inc. | not reported in the loaded dataset | 2023 |
| America'S Catch Group Vision | America'S Catch, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Itta Bena → · Itta Bena plans by participants → · Itta Bena plans with financial data → · Itta Bena plans with provider compensation → · $1B+ plans in Itta Bena →
Related Form 5500 pages
- All MS Form 5500 filings
- The Heartland Catfish/Tackett Farms 401(K) Plan (plan 001)
- Heartland Catfish Company, Inc. — all reported plans
- America'S Catch Incorporated 401(K) Plan (plan 001)
- America'S Catch Incorporated — all reported plans
- Scott Petroleum Corporation Welfare Benefit Plan (plan 501)
- Scott Petroleum Corporation — all reported plans
- America'S Catch Group Medical (plan 503)
- Heartland Catfish Company, Inc. Pretax Benefit Plan (plan 501)
- America'S Catch Group Dental (plan 502)
- America'S Catch Group Vision (plan 501)
- Methodology
- Data sources