Plan5500

Southhaven, 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, Southhaven, MS has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $132,027,394 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 Southhaven

  • 2 loaded plans hold $132M in reported assets across 2 sponsors.
  • The largest, Future Group Of Companies 401(K) Retirement Savings Plan, holds 100% of reported Southhaven plan assets.
  • Plans cover 1,167 participants — about 584 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132MSummed across loaded plans$132,000,227
Total reported assets$132M$132,027,394
Total reported participants1.2K1,167
Total reported liabilities$27.2K$27,167

Reported net position

Reported assets = net assets + liabilities (summed)$132M total assets
Net assets$132MLiabilities$27.2K
Contributions & income
Employer contributions$916.6K
Participant contributions$6M
Total income / additions$29.3M
Expenses & distributions
Benefits paid / distributions$14.2M
Total expenses$14.3M
Net increase / (decrease)$15M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Southhaven market comparison

Largest plan share of assets100%Future Group Of Companies 401(K) Retirement Savings Plan
Participants per plan584Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Southhaven

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

  1. 1
    Future Group Of Companies 401(K) Retirement Savings Plan$132M
    Future Electronics Corp. · 2023
  2. 2
    Murphy And Sons, Inc. Welfare Plannot reported in the loaded dataset
    Murphy And Sons, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages