Philadelphia, 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, Philadelphia, MS has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $58,999,406 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
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$58,999,406
Total reported liabilities (EOY)
$482,007
Total reported net assets (EOY)
$58,517,399

Contributions & income

Employer contributions
$9,791,914
Participant contributions
$9,780,679
Total income / additions
$29,711,885

Expenses & distributions

Benefits paid / distributions
$20,374,219
Total expenses
$22,043,343
Net increase / (decrease)
$7,668,542

Coverage

Total reported participants
2,607
Plans with financial statements
4
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Philadelphia, 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 Philadelphia, MS
PlanSponsorReported assets (EOY)Year
The Molpus Company 401(K) Profit Sharing PlanThe Molpus Company$29,753,8982023
The Citizens Bank Profit Sharing And Savings Plan And TrustThe Citizens Bank Of Philadelphia$27,906,3532023
W. G. Yates & Sons Construction Company & Affiliated Companies Employee Benefits PlanW. G. Yates & Sons Construction Company & Affiliated Companies$1,339,1552023
Byars Furniture Company, Inc Profit Sharing PlanByars Furniture Company, Inc$02023
Performance Therapy LLC Wrap Benefit PlanPerformance Therapy LLCnot reported in the loaded dataset2023
The Molpus Company Employee Benefit PlanThe Molpus Companynot reported in the loaded dataset2023
Thomasson Company Welfare Benefits PlanThomasson Companynot reported in the loaded dataset2023

Related Form 5500 pages