Annandale, 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, Annandale, VA has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $34,232,124 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $34,232,124
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $34,232,124
Contributions & income
- Employer contributions
- $517,080
- Participant contributions
- $1,434,403
- Total income / additions
- $8,573,763
Expenses & distributions
- Benefits paid / distributions
- $6,621,254
- Total expenses
- $6,870,572
- Net increase / (decrease)
- $1,703,191
Coverage
- Total reported participants
- 2,060
- Plans with financial statements
- 11
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Annandale, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Urban Engineering & Associates, Inc. 401(K) | Urban Engineering And Associates, Inc. | $11,768,330 | 2023 |
| Professional Healthcare Resources 401(K) Plan | Professional Healthcare Resources, Inc. | $4,885,808 | 2023 |
| Inverness Technologies, Inc. 401(K) Plan | Inverness Technologies, Inc. | $4,755,802 | 2023 |
| Mass Benefits Consultants, Inc. Profit Sharing Plan | Mass Benefits Consultants, Inc. | $2,630,429 | 2023 |
| Skyline Ultd Inc. 401(K) Plan | Skyline Ultd Inc. | $2,403,088 | 2023 |
| Patick J Nix Solo 401(K) | Patrick J Nix | $1,830,592 | 2023 |
| Howard V. Sloan Profit Sharing Plan | Howard V. Sloan | $1,571,758 | 2023 |
| Advanced Digestive Care, LLC 401(K) Profit Sharing Plan | Advanced Digestive Care, LLC | $1,412,333 | 2023 |
| Ml Standardized Prototype Defined Contribution Plan | James Oesch Photography | $1,255,060 | 2023 |
| Kevin J. Kelley, P.C. 401(K) Plan | Kevin J. Kelley, P.C. | $1,218,867 | 2023 |
| Pierre Asmar, Md Pc 401(K) Profit Sharing Plan | Pierre Asmar, Md, Pc | $500,057 | 2023 |
| Phillips Programs Flexible Benefits Plan | Phillips Programs | not reported in the loaded dataset | 2023 |
| Smc Concrete Construction, Inc. Employee Benefits Welfare Plan | Smc Concrete Construction, Inc. | not reported in the loaded dataset | 2023 |
| Urban Engineering And Associates, Inc. Wrap Benefit Plan | Urban Engineering And Associates, Inc. | not reported in the loaded dataset | 2023 |
| Phillips Programs Long Term Disability Plan | Phillips Programs | not reported in the loaded dataset | 2023 |
Largest plans in Annandale → · Annandale plans by participants → · Annandale plans with financial data → · Annandale plans with provider compensation → · $1B+ plans in Annandale →
Related Form 5500 pages
- All VA Form 5500 filings
- Urban Engineering & Associates, Inc. 401(K) (plan 001)
- Urban Engineering And Associates, Inc. — all reported plans
- Professional Healthcare Resources 401(K) Plan (plan 001)
- Professional Healthcare Resources, Inc. — all reported plans
- Inverness Technologies, Inc. 401(K) Plan (plan 001)
- Inverness Technologies, Inc. — all reported plans
- Mass Benefits Consultants, Inc. Profit Sharing Plan (plan 001)
- Mass Benefits Consultants, Inc. — all reported plans
- Skyline Ultd Inc. 401(K) Plan (plan 001)
- Skyline Ultd Inc. — all reported plans
- Patick J Nix Solo 401(K) (plan 001)
- Patrick J Nix — all reported plans
- Howard V. Sloan Profit Sharing Plan (plan 001)
- Howard V. Sloan — all reported plans
- Advanced Digestive Care, LLC 401(K) Profit Sharing Plan (plan 001)
- Advanced Digestive Care, LLC — all reported plans
- Ml Standardized Prototype Defined Contribution Plan (plan 001)
- James Oesch Photography — all reported plans
- Kevin J. Kelley, P.C. 401(K) Plan (plan 001)
- Kevin J. Kelley, P.C. — all reported plans
- Pierre Asmar, Md Pc 401(K) Profit Sharing Plan (plan 002)
- Pierre Asmar, Md, Pc — all reported plans
- Phillips Programs Flexible Benefits Plan (plan 503)
- Phillips Programs — all reported plans
- Smc Concrete Construction, Inc. Employee Benefits Welfare Plan (plan 501)
- Smc Concrete Construction, Inc. — all reported plans
- Urban Engineering And Associates, Inc. Wrap Benefit Plan (plan 501)
- Phillips Programs Long Term Disability Plan (plan 502)
- Methodology
- Data sources