2023 Form 5500 filing — Three Rivers Planning And Development District, Inc. Amended And Restated Tax-Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010181851NAL0020684689001) for Three Rivers Planning And Development District, Inc. Amended And Restated Tax-Sheltered Annuity Plan, reported by Three Rivers Planning And Development District, Inc under EIN 64-0507939 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.7MReported net assets$11,694,739
Participants125
Provider compensation$21.9K1 Schedule C row(s)$21,943
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010181851NAL0020684689001
- Plan sponsor
- Three Rivers Planning And Development District, Inc
- EIN
- 64-0507939
- Plan number
- 001
- Location
- Pontotoc, MS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,694,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,694,739
- Employer contributions
- $287,702
- Participant contributions
- $366,035
- Total income / additions
- $2,061,710
- Benefits paid
- $605,227
- Administrative expenses
- $910
- Total expenses
- $606,137
- Net increase / (decrease)
- $1,455,573
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $910 | $21,033 |