2023 Form 5500 filing — Planters Bank And Trust Company 401(K) Retirement 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 20241011170227NAL0011211267001) for Planters Bank And Trust Company 401(K) Retirement Plan, reported by Planters Bank And Trust Company under EIN 64-0223390 and plan number 002. It reports 307 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)$29.4MReported net assets$29,375,049
Participants307
Provider compensation$57.7K2 Schedule C row(s)$57,739
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011170227NAL0011211267001
- Plan sponsor
- Planters Bank And Trust Company
- EIN
- 64-0223390
- Plan number
- 002
- Location
- Indianola, 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)$29.4M total assets
Net assets$29.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,375,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,375,049
- Employer contributions
- $613,788
- Participant contributions
- $1,177,572
- Total income / additions
- $6,828,928
- Benefits paid
- $3,243,229
- Administrative expenses
- $69,255
- Total expenses
- $3,312,484
- Net increase / (decrease)
- $3,516,444
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $36,424 |
| Erisa Specialists/ Benefits Profess | THIRD PARTY ADMINISTRATO | $21,315 | not reported in the loaded dataset |