· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAROLD J. BARKLEY, JR., CHAPTER 13 TRUSTEE, SOUTHERN DISTRICT — HAROLD J. BARKLEY, JR. , CHAPTER 13 TRUSTEE, SOUTHERN DISTRICT PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723104817NAL0010050482002
HAROLD J. BARKLEY, JR., CHAPTER 13 TRUSTEE, SOUTHERN DISTRICT
Form 5500-SF
FILING_RECEIVED
HAROLD J. BARKLEY, JR. , CHAPTER 13 TRUSTEE, SOUTHERN DISTRICT PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAROLD J. BARKLEY, JR., CHAPTER 13 TRUSTEE, SOUTHERN DISTRICT
.
Find decision makers
Plan sponsor
Name
HAROLD J. BARKLEY, JR., CHAPTER 13 TRUSTEE, SOUTHERN DISTRICT
EIN
64-0703113
Address
PO BOX 4476 · JACKSON, MS · 39296
Phone
(601) 362-7153
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
CHICAGO LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW, INC.
CHICAGO LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW, INC. TAX SHELTERED
$1.5M · 20 participants
PERRYMAN CONSULTANTS, INC.
THE PERRYMAN GROUP 401(K) PLAN
$1.5M · 15 participants
CHAPTER 13 BANKRUPTCY OFFICE
CHAPTER 13 BANKRUPTCY OFFICE 401(K) PLAN
$1.5M · 10 participants
PILICY & RYAN, PC
PILICY & RYAN, P.C. 401(K) PROFIT SHARING PLAN
$1.6M · 14 participants
COMPASS RESEARCH GROUP, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
COMPASS RESEARCH GROUP LLC 401(K) PROFIT SHARING PLAN AND
$1.6M · 11 participants
DISABILITY RIGHTS OHIO
DISABILITY RIGHTS OHIO 401(K) PLAN
$1.5M · 48 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
