Plan5500

Williamsburg, OH Form 5500 retirement and benefit plan filings

City Form 5500 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, Williamsburg, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $523,606 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Williamsburg

  • 2 loaded plans hold $523.6K in reported assets across 2 sponsors.
  • The largest, Eastside Internal Medicine And Geriatric, Inc. 401(K) Plan, holds 100% of reported Williamsburg plan assets.
  • Plans cover 125 participants — about 63 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$523.6KSummed across loaded plans$523,606
Total reported assets$523.6K$523,606
Total reported participants125
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$523.6K total assets
Net assets$523.6KLiabilities$0
Contributions & income
Employer contributions$2.2K
Participant contributions$6.6K
Total income / additions$74.6K
Expenses & distributions
Benefits paid / distributions$44.6K
Total expenses$50.1K
Net increase / (decrease)$24.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Williamsburg, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Williamsburg market comparison

Largest plan share of assets100%Eastside Internal Medicine And Geriatric, Inc. 401(K) Plan
Participants per plan63Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Williamsburg

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Eastside Internal Medicine And Geriatric, Inc. 401(K) Plan$523.6K
    Eastside Internal Medicine And Geriatric, Inc. · 2023
  2. 2
    Dualite, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Dualite, Inc. · 2023

Largest plans in Williamsburg → · Williamsburg plans by participants → · Williamsburg plans with financial data → · Williamsburg plans with provider compensation → · $1B+ plans in Williamsburg →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Williamsburg, OH?
2 plan(s) reported by 2 sponsor(s) are loaded for Williamsburg, OH.

Related Form 5500 pages