Plan5500

F O Givens & Co — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, F O Givens & Co (EIN 64-0592131) is a plan sponsor located in Senatobia, MS with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
64-0592131
Location
Senatobia, MS
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for F O Givens & Co

  • 1 loaded plans hold $1M in reported assets.
  • The largest, Givens Employees Mutual Appreciation Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,037,108
Total reported assets$1M$1,037,108
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$20K
Participant contributionsNot reported
Total income / additions$138.4K
Expenses & distributions
Benefits paid / distributions$13.8K
Total expenses$15.3K
Net increase / (decrease)$123.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Givens Employees Mutual Appreciation Sharing Plan
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Givens Employees Mutual Appreciation Sharing Plan$1M
    Plan #001 · 5 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for F O Givens & Co. Open one for its full reported snapshot.

  1. 2023
    Givens Employees Mutual Appreciation Sharing Plan5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does F O Givens & Co report on Form 5500?
F O Givens & Co (EIN 64-0592131) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for F O Givens & Co?
The Employer Identification Number (EIN) reported for F O Givens & Co is 64-0592131.
What is the latest Form 5500 filing year for F O Givens & Co?
The latest loaded Form 5500 filing year for F O Givens & Co is 2023.

Related Form 5500 pages