Southern Mississippi Planning And Development District 403(B) Plan — Form 5500 plan (Southern Mississippi Planning And Development District)
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, Southern Mississippi Planning And Development District 403(B) Plan is a benefit plan reported by Southern Mississippi Planning And Development District under EIN 64-0441554 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $3,762,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Mississippi Planning And Development District
- EIN
- 64-0441554
- Plan number
- 003
- Plan type
- 2
- Location
- Gulfport, MS
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $3,762,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240710120912NAL0014862417003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,762,282
- Net assets (EOY)
- $3,762,282
- Net assets (BOY)
- $2,963,581
Income & contributions
- Employer contributions
- $137,629
- Participant contributions
- $393,797
- Total contributions
- $531,426
- Total income / additions
- $976,687
Expenses & distributions
- Benefits paid
- $174,255
- Administrative expenses
- $1,559
- Total expenses
- $177,986
- Net increase / (decrease)
- $798,701
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co | NONE | $1,559 | $0 | 2023 |