West Point, 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, West Point, MS has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $110,503,905 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $110,503,905
- Total reported liabilities (EOY)
- $3,981
- Total reported net assets (EOY)
- $110,499,924
Contributions & income
- Employer contributions
- $2,548,241
- Participant contributions
- $4,374,571
- Total income / additions
- $24,810,580
Expenses & distributions
- Benefits paid / distributions
- $7,433,083
- Total expenses
- $7,689,780
- Net increase / (decrease)
- $17,120,800
Coverage
- Total reported participants
- 2,046
- Plans with financial statements
- 5
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Point, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Southern Ionics Incorporated 401(K) Profit Sharing Plan | Southern Ionics Incorporated | $65,387,298 | 2023 |
| Watkins, Ward & Stafford, Pllc 401(K) Salary Savings Plan | Watkins, Ward & Stafford, Pllc | $21,770,117 | 2023 |
| Haas Outdoors, Inc. Profit Sharing & 401(K) Plan | Haas Outdoors, Inc. | $18,477,267 | 2023 |
| Old Waverly Golf Club 401(K) Plan | Waverly Partners, L.P. | $3,051,406 | 2023 |
| Royal Trucking Company 401(K) Plan | Royal Trucking Company | $1,817,817 | 2023 |
| Royal Trucking Company Cafeteria Plan | Royal Trucking Company | not reported in the loaded dataset | 2023 |
| Ellis Steel Company Inc. Medical Bridge Plan | Ellis Steel Company, Inc | not reported in the loaded dataset | 2023 |
| Haas Outdoors Section 125 Cafeteria Plan | Haas Outdoors, Inc. | not reported in the loaded dataset | 2023 |
| Haas Outdoors Group Insurance Plan | Haas Outdoors, Inc. | not reported in the loaded dataset | 2023 |
| Southern Ionics, Inc Employee Benefit Plan | Southern Ionics, Inc | not reported in the loaded dataset | 2023 |
| Watkins, Ward And Stafford, Pllc Employee Benefit Plan | Watkins, Ward And Stafford, Pllc | not reported in the loaded dataset | 2023 |
Largest plans in West Point → · West Point plans by participants → · West Point plans with financial data → · West Point plans with provider compensation → · $1B+ plans in West Point →
Related Form 5500 pages
- All MS Form 5500 filings
- Southern Ionics Incorporated 401(K) Profit Sharing Plan (plan 001)
- Southern Ionics Incorporated — all reported plans
- Watkins, Ward & Stafford, Pllc 401(K) Salary Savings Plan (plan 001)
- Watkins, Ward & Stafford, Pllc — all reported plans
- Haas Outdoors, Inc. Profit Sharing & 401(K) Plan (plan 001)
- Haas Outdoors, Inc. — all reported plans
- Old Waverly Golf Club 401(K) Plan (plan 001)
- Waverly Partners, L.P. — all reported plans
- Royal Trucking Company 401(K) Plan (plan 001)
- Royal Trucking Company — all reported plans
- Royal Trucking Company Cafeteria Plan (plan 501)
- Ellis Steel Company Inc. Medical Bridge Plan (plan 501)
- Ellis Steel Company, Inc — all reported plans
- Haas Outdoors Section 125 Cafeteria Plan (plan 501)
- Haas Outdoors Group Insurance Plan (plan 502)
- Southern Ionics, Inc Employee Benefit Plan (plan 501)
- Watkins, Ward And Stafford, Pllc Employee Benefit Plan (plan 501)
- Methodology
- Data sources