Planters Bank And Trust Company 401(K) Retirement Plan — Form 5500 plan (Planters Bank And Trust Company)
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, Planters Bank And Trust Company 401(K) Retirement Plan is a benefit plan reported by Planters Bank And Trust Company under EIN 64-0223390 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $29,375,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planters Bank And Trust Company
- EIN
- 64-0223390
- Plan number
- 002
- Plan type
- 2
- Location
- Indianola, MS
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $29,375,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241011170227NAL0011211267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,375,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,375,049
- Net assets (BOY)
- $25,858,605
Income & contributions
- Employer contributions
- $613,788
- Participant contributions
- $1,177,572
- Total contributions
- $1,874,635
- Total income / additions
- $6,828,928
Expenses & distributions
- Benefits paid
- $3,243,229
- Administrative expenses
- $69,255
- Total expenses
- $3,312,484
- Net increase / (decrease)
- $3,516,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $36,424 | 2023 |
| Erisa Specialists/ Benefits Profess | THIRD PARTY ADMINISTRATO | $21,315 | not reported in the loaded dataset | 2023 |