David Purvis
Olive Branch, MS
David Purvis of Olive Branch, MS is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,204 in reported broker commissions (plan year 2025).
Quick answer
David Purvis (Olive Branch, MS) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does David Purvis have?
- David Purvis is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are David Purvis's largest employer clients?
- By plan participants, the largest include Planters Bank, Inc. (141 participants) and Toyota Of Bowling Green (126 participants).
- How much does David Purvis earn in commissions?
- Insurers reported $1,204 in broker commissions and $149 in fees paid to David Purvis for plan year 2025, per Schedule A Part 1.
- Where is David Purvis located?
- David Purvis is based in Olive Branch, MS.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming David Purvis on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Planters Bank, Inc. | KY | 141 | 2025-12-31 |
| Toyota Of Bowling Green | KY | 126 | 2024-12-31 |
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- The William Morris Group Pa: 6 employer clients, $519,425 reported commissions (Jackson)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.