Plan5500

Waynesboro, 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, Waynesboro, MS has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $14,116,272 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.1MSummed across loaded plans$14,111,584
Total reported assets$14.1M$14,116,272
Total reported participants712
Total reported liabilities$4.7K$4,688

Reported net position

Reported assets = net assets + liabilities (summed)$14.1M total assets
Net assets$14.1MLiabilities$4.7K
Contributions & income
Employer contributions$382.6K
Participant contributions$752.7K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Waynesboro market comparison

Largest plan share of assets60%First State Bank Profit Sharing 401(K) Plan
Participants per plan178Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Waynesboro

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

  1. 1
    First State Bank Profit Sharing 401(K) Plan$8.5M
    First State Bank · 2023
  2. 2
    Kelley Companies Retirement Plan$5.6M
    Kelley Brothers Contractors, Inc. · 2023
  3. 3
    Kelley Companies, Inc. Employee Benefits Plannot reported in the loaded dataset
    Kelley Companies, Inc. · 2023
  4. 4
    First State Bank Welfare Benefit Plannot reported in the loaded dataset
    First State Bank · 2023

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

Related Form 5500 pages