Plan5500

Water Valley, 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, Water Valley, MS has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,710,807 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
1
Latest filing year
2023

What stands out in Water Valley

  • 2 loaded plans hold $11.7M in reported assets across 1 sponsors.
  • The largest, Solero Technologies, LLC 401(K) Plan, holds 100% of reported Water Valley plan assets.
  • Plans cover 743 participants — about 372 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$11.7MSummed across loaded plans$11,710,807
Total reported assets$11.7M$11,710,807
Total reported participants743
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$2M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$4.5M

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 Water Valley, 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

Water Valley market comparison

Largest plan share of assets100%Solero Technologies, LLC 401(K) Plan
Participants per plan372Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Water Valley

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

  1. 1
    Solero Technologies, LLC 401(K) Plan$11.7M
    Solero Technologies, LLC · 2023
  2. 2
    Solero Technologies Benefit Plannot reported in the loaded dataset
    Solero Technologies, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages