401k Plan data: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN plan

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 401k Plan overview

Plan Name	SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN
Plan identification number	003

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT

Employer identification number (EIN): 640441554

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN

401k plan membership statisitcs for SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN

Measure Date Value
2022: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 128
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 164
Number of participants with account balances 2022-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 122
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 150
Number of participants with account balances 2021-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 144
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 154
Number of participants with account balances 2020-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 167
Total participants 2019-01-01 167
Number of participants with account balances 2019-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 152
Total participants 2018-01-01 152
Number of participants with account balances 2018-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3

Measure	Date	Value
2022: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	128
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	164
Number of participants with account balances	2022-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	122
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	150
Number of participants with account balances	2021-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	144
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	154
Number of participants with account balances	2020-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	167
Total participants	2019-01-01	167
Number of participants with account balances	2019-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	152
Total participants	2018-01-01	152
Number of participants with account balances	2018-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3

Financial Data on SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN

Measure	Date	Value
2022 : SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$41,058
Total of all expenses incurred	2022-12-31	$95,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$88,422
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$500,358
Value of total assets at end of year	2022-12-31	$2,963,581
Value of total assets at beginning of year	2022-12-31	$3,018,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,030
Total interest from all sources	2022-12-31	$14,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$333,919
Participant contributions at end of year	2022-12-31	$53,885
Participant contributions at beginning of year	2022-12-31	$32,058
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$33,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-54,887
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,963,581
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,018,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,814,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,269,938
Interest on participant loans	2022-12-31	$803
Interest earned on other investments	2022-12-31	$13,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,095,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$716,472
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$26,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-473,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$133,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$61,958
Contract administrator fees	2022-12-31	$1,030
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TMH
Accountancy firm EIN	2022-12-31	205857627
2021 : SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$733,164
Total of all expenses incurred	2021-12-31	$315,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$314,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$426,594
Value of total assets at end of year	2021-12-31	$3,018,468
Value of total assets at beginning of year	2021-12-31	$2,601,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,267
Total interest from all sources	2021-12-31	$10,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$287,072
Participant contributions at end of year	2021-12-31	$32,058
Participant contributions at beginning of year	2021-12-31	$26,931
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$19,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$417,366
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,018,468
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,601,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,269,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,980,311
Interest on participant loans	2021-12-31	$396
Interest earned on other investments	2021-12-31	$10,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$716,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$593,860
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$47,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$296,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$120,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$266,608
Contract administrator fees	2021-12-31	$1,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TMH
Accountancy firm EIN	2021-12-31	205857627
2020 : SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$731,610
Total of all expenses incurred	2020-12-31	$54,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$53,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$432,353
Value of total assets at end of year	2020-12-31	$2,601,102
Value of total assets at beginning of year	2020-12-31	$1,923,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$931
Total interest from all sources	2020-12-31	$9,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$308,109
Participant contributions at end of year	2020-12-31	$26,931
Participant contributions at beginning of year	2020-12-31	$13,912
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$677,605
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,601,102
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,923,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,980,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,459,763
Interest on participant loans	2020-12-31	$570
Interest earned on other investments	2020-12-31	$8,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$593,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$449,822
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$14,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$289,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$123,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$38,644
Contract administrator fees	2020-12-31	$931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	TMH
Accountancy firm EIN	2020-12-31	205857627
2019 : SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$706,156
Total of all expenses incurred	2019-12-31	$98,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$93,835
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$435,515
Value of total assets at end of year	2019-12-31	$1,923,497
Value of total assets at beginning of year	2019-12-31	$1,316,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$672
Total interest from all sources	2019-12-31	$7,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$311,513
Participant contributions at end of year	2019-12-31	$13,912
Participant contributions at beginning of year	2019-12-31	$13,963
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$607,352
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,923,497
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,316,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,459,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,048,553
Interest on participant loans	2019-12-31	$292
Interest earned on other investments	2019-12-31	$6,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$449,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$253,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$263,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$123,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,835
Contract administrator fees	2019-12-31	$672
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TMH
Accountancy firm EIN	2019-12-31	205857627
2018 : SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$209,070
Total of all expenses incurred	2018-12-31	$28,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$25,682
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$295,721
Value of total assets at end of year	2018-12-31	$1,316,145
Value of total assets at beginning of year	2018-12-31	$1,135,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$428
Total interest from all sources	2018-12-31	$3,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$229,497
Participant contributions at end of year	2018-12-31	$13,963
Participant contributions at beginning of year	2018-12-31	$7,845
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$32,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$180,599
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,316,145
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,135,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,048,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$929,714
Interest on participant loans	2018-12-31	$125
Interest earned on other investments	2018-12-31	$3,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$253,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$197,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-89,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$33,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$25,682
Contract administrator fees	2018-12-31	$428
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TMH
Accountancy firm EIN	2018-12-31	205857627

Form 5500 Responses for SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN

2022: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71584

Policy instance

Insurance contract or identification number	71584
Number of Individuals Covered	166
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $10,227
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,293
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71584

Policy instance

Insurance contract or identification number	71584
Number of Individuals Covered	151
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,221
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,894
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71584

Policy instance

Insurance contract or identification number	71584
Number of Individuals Covered	144
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,894
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,888
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71584

Policy instance

Insurance contract or identification number	71584
Number of Individuals Covered	144
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,522
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,235
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71584

Policy instance

Insurance contract or identification number	71584
Number of Individuals Covered	138
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,312
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,034
Insurance broker organization code?	3

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Company Name:	SOUTHERN MISSISSIPPI PLANNING AND DEVELOPMENT DISTRICT
Employer identification number (EIN):	640441554
NAIC Classification:	812990
NAIC Description:	All Other Personal Services