Altavista, VA 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, Altavista, VA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $121,853,547 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$121,853,547
Total reported liabilities (EOY)
$895,492
Total reported net assets (EOY)
$120,958,055

Contributions & income

Employer contributions
$4,805,301
Participant contributions
$5,430,186
Total income / additions
$26,338,533

Expenses & distributions

Benefits paid / distributions
$9,895,621
Total expenses
$10,338,918
Net increase / (decrease)
$15,999,615

Coverage

Total reported participants
3,020
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altavista, VA 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.

Largest loaded plans by reported assets

Largest loaded plans in Altavista, VA
PlanSponsorReported assets (EOY)Year
Bgf Industries, Inc. Retirement Savings PlanBgf Industries, Inc.$32,923,4772023
Moore'S Electrical & Mechanical Construction, Inc. 401(K) PlanMoore'S Electrical & Mechanical Construction, Inc.$26,194,9662023
Schrader Bridgeport International, Inc. 401(K) PlanSchrader Bridgeport International, Inc.$22,381,7312023
Sba Master Defined Benefit Pension Plan For First National BankFirst National Bank$15,458,5852023
Moore'S Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan And TrustMoores Electrical & Mechanical Construction, Inc.$15,393,8222023
Sba Defined Contribution Plan For First National BankFirst National Bank$9,500,9662023
Schrader-Pacific Wrap Benefit PlanSchrader-Bridgeport International, Inc.not reported in the loaded dataset2023

Related Form 5500 pages