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

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

Lexington, 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, Lexington, MS has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,873,448 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 Lexington

1 loaded plans hold $2.9M in reported assets across 1 sponsors.
The largest, Holmes County Capital Corporation Esop With 401(K) Provisions, holds 100% of reported Lexington plan assets.
Plans cover 31 participants — about 31 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$2.9MSummed across loaded plans$2,871,012

Total reported assets$2.9M$2,873,448

Total reported participants31

Total reported liabilities$2.4K$2,436

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets

Net assets$2.9MLiabilities$2.4K

Contributions & income

Employer contributions$11K

Participant contributions$50.7K

Total income / additions$277K

Expenses & distributions

Benefits paid / distributions$198.6K

Total expenses$200.2K

Net increase / (decrease)$76.8K

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 Lexington, 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

Lexington market comparison

Largest plan share of assets100%Holmes County Capital Corporation Esop With 401(K) Provisions

Participants per plan31Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Lexington

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

1
Holmes County Capital Corporation Esop With 401(K) Provisions$2.9M
Holmes County Capital Corporation · 2023

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

What to inspect next

Frequently asked questions

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