Plan5500

Amelia Court House, 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, Amelia Court House, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,632,893 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Amelia Court House

  • 3 loaded plans hold $4.6M in reported assets across 3 sponsors.
  • The largest, Goodman Truck & Tractor Co., Inc. Profit Sharing 401(K) Plan, holds 99% of reported Amelia Court House plan assets.
  • Plans cover 179 participants — about 60 per plan.
  • 67% 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$4.6MSummed across loaded plans$4,632,893
Total reported assets$4.6M$4,632,893
Total reported participants179
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.6M total assets
Net assets$4.6MLiabilities$0
Contributions & income
Employer contributions$81.8K
Participant contributions$133.1K
Total income / additions$828.2K
Expenses & distributions
Benefits paid / distributions$478.2K
Total expenses$489.5K
Net increase / (decrease)$338.8K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Amelia Court House, 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.

Computed from loaded plans

Amelia Court House market comparison

Largest plan share of assets99%Goodman Truck & Tractor Co., Inc. Profit Sharing 401(K) Plan
Participants per plan60Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Amelia Court House

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

  1. 1
    Goodman Truck & Tractor Co., Inc. Profit Sharing 401(K) Plan$4.6M
    Goodman Truck & Tractor Co., Inc. · 2023
  2. 2
    New Beginnings Solutions, Inc. 401k Profit Sharing Plan$40.1K
    New Beginnings Solutions, Inc. · 2023
  3. 3
    Aml Operating LLCnot reported in the loaded dataset
    Aml Operating LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Amelia Court House, VA?
3 plan(s) reported by 3 sponsor(s) are loaded for Amelia Court House, VA.

Related Form 5500 pages