Pearl River Valley Electric Power Association 401(K) Retirement Savings Plan — Form 5500 plan (Pearl River Valley Electric Power Association)
Plain-English plan 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, Pearl River Valley Electric Power Association 401(K) Retirement Savings Plan is a benefit plan reported by Pearl River Valley Electric Power Association under EIN 64-0219645 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $36,578,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pearl River Valley Electric Power Association
- EIN
- 64-0219645
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, MS
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $36,578,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241002075327NAL0003883187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,578,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,578,172
- Net assets (BOY)
- $32,505,540
Income & contributions
- Employer contributions
- $754,894
- Participant contributions
- $868,141
- Total contributions
- $1,650,619
- Total income / additions
- $5,942,101
Expenses & distributions
- Benefits paid
- $1,784,285
- Administrative expenses
- $85,184
- Total expenses
- $1,869,469
- Net increase / (decrease)
- $4,072,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnolia Capital Advisors | INVESTMENT ADVISOR | $83,884 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,300 | $0 | 2023 |