Missouri 529 education savings programs
E926193
Missouri 529 education savings programs are state-sponsored, tax-advantaged investment plans that help families save and pay for future education expenses for beneficiaries.
All labels observed (1)
| Label | Occurrences |
|---|---|
| Missouri 529 education savings programs canonical | 2 |
How this entity was disambiguated
This entity first appeared as the object of triple T11442279 — resolving that mention is where its identity was fixed. The disambiguator weighed these candidate entities and picked the highlighted one (or “None”, minting a new entity). This is how homonymy is resolved: the same surface form can point to different entities.
NED1
Entity disambiguation (via context triple)
gpt-5-mini-2025-08-07
Target entity: Missouri 529 education savings programs Context triple: [Missouri State Treasurer, oversees, Missouri 529 education savings programs]
-
A.
Oregon 529 college savings programs
Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.
-
B.
Illinois 529 college savings plans
Illinois 529 college savings plans are state-sponsored, tax-advantaged investment programs that help families save and pay for future education expenses.
-
C.
Massachusetts College Savings Programs
Massachusetts College Savings Programs are state-sponsored 529 plans that help families save and invest tax-advantaged funds for future higher education expenses.
-
D.
Missouri Energy Loan Program
The Missouri Energy Loan Program is a state-run financing initiative that provides low-interest loans to public entities in Missouri to implement energy efficiency and renewable energy projects.
-
E.
Missouri State Board of Education
The Missouri State Board of Education is the governing body that sets education policy and oversees public elementary and secondary schooling standards across the state of Missouri.
- F. None of above. chosen
- G. Unsure - the case is ambiguous/there is not enough information to decide.
NED2
Entity disambiguation (via description)
gpt-5-mini-2025-08-07
Target entity: Missouri 529 education savings programs Target entity description: Missouri 529 education savings programs are state-sponsored, tax-advantaged investment plans that help families save and pay for future education expenses for beneficiaries.
-
A.
Oregon 529 college savings programs
Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.
-
B.
Illinois 529 college savings plans
Illinois 529 college savings plans are state-sponsored, tax-advantaged investment programs that help families save and pay for future education expenses.
-
C.
Massachusetts College Savings Programs
Massachusetts College Savings Programs are state-sponsored 529 plans that help families save and invest tax-advantaged funds for future higher education expenses.
-
D.
Missouri Energy Loan Program
The Missouri Energy Loan Program is a state-run financing initiative that provides low-interest loans to public entities in Missouri to implement energy efficiency and renewable energy projects.
-
E.
Missouri State Board of Education
The Missouri State Board of Education is the governing body that sets education policy and oversees public elementary and secondary schooling standards across the state of Missouri.
- F. None of above. chosen
Statements (48)
| Predicate | Object |
|---|---|
| instanceOf |
529 college savings plan
ⓘ
state-sponsored investment plan ⓘ tax-advantaged education savings program ⓘ |
| accountOwnerControl | account owner retains control of assets ⓘ |
| administeredBy | Missouri State Treasurer ⓘ |
| beneficiary | designated student ⓘ |
| beneficiaryChangeAllowed | true ⓘ |
| beneficiaryChangeRule | beneficiary can be changed to another eligible family member ⓘ |
| benefitFor |
account owners
ⓘ
beneficiaries ⓘ |
| contributionLimit |
no annual federal contribution limit other than gift tax rules
ⓘ
subject to federal gift tax exclusion thresholds ⓘ |
| contributionSource | after-tax dollars ⓘ |
| country |
United States
ⓘ
linked to:
United States of America
|
| eligibility |
available to residents of Missouri
ⓘ
generally available to nonresidents subject to plan rules ⓘ |
| eligibleUse |
books
ⓘ
certain K-12 tuition expenses ⓘ certain apprenticeship program expenses ⓘ certain room and board costs ⓘ certain student loan repayments ⓘ equipment ⓘ fees ⓘ qualified higher education expenses ⓘ supplies ⓘ tuition ⓘ |
| governedBy |
Section 529 of the Internal Revenue Code
ⓘ
linked to:
Internal Revenue Code Section 529
|
| investmentOption |
age-based portfolios
ⓘ
individual investment options ⓘ static portfolios ⓘ |
| nonQualifiedWithdrawalConsequence |
subject to additional federal penalty tax on earnings
ⓘ
subject to income tax on earnings ⓘ |
| penaltyException | certain penalty exceptions may apply (e.g., scholarships, death, disability of beneficiary) ⓘ |
| purpose | saving for future education expenses ⓘ |
| regulationLevel |
federal
ⓘ
state ⓘ |
| riskCharacteristic |
investment returns not guaranteed
ⓘ
principal not guaranteed ⓘ |
| savingsGoal |
pre-fund education costs
ⓘ
reduce future student loan debt ⓘ |
| state | Missouri ⓘ |
| taxAdvantaged | true ⓘ |
| taxReporting | reported to IRS on applicable tax forms ⓘ |
| taxTreatmentFederal |
earnings grow tax-deferred
ⓘ
qualified withdrawals are federal income tax-free ⓘ |
| taxTreatmentState | Missouri state income tax deduction for contributions (subject to limits) ⓘ |
| withdrawalType |
non-qualified withdrawal
ⓘ
qualified withdrawal ⓘ |
How these facts were elicited
The pipeline generated the facts above by prompting gpt-5.1 with this entity's name + description and the instruction below.
Instruction
You are a knowledge base construction expert. Given a subject entity and a description of it, return factual statements that you know for the subject as a JSON list of dictionaries(triples), where keys must be "subject", "predicate" and "object". The number of facts may be very high, between 25 to 50 or more, for very popular subjects. For less popular subjects, the number of facts can be very low, like 5 or 10. # Requirements - If you don't know the subject at all, return an empty list. - If the subject is not a named entity, return an empty list. - Include at least one triple where predicate is "instanceOf". - Do not get too wordy. - Separate several objects into multiple triples with one object.
Input
Subject: Missouri 529 education savings programs Description of subject: Missouri 529 education savings programs are state-sponsored, tax-advantaged investment plans that help families save and pay for future education expenses for beneficiaries.
Referenced by (2)
Full triples — surface form annotated when it differs from this entity's canonical label.