Plan5500

Brookneal, 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, Brookneal, VA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,004,949 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
1
Latest filing year
2023

What stands out in Brookneal

  • 2 loaded plans hold $9M in reported assets across 1 sponsors.
  • The largest, Foster Fuels, Inc. 401(K) Plan, holds 100% of reported Brookneal plan assets.
  • Plans cover 422 participants — about 211 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9MSummed across loaded plans$8,984,204
Total reported assets$9M$9,004,949
Total reported participants422
Total reported liabilities$20.7K$20,745

Reported net position

Reported assets = net assets + liabilities (summed)$9M total assets
Net assets$9MLiabilities$20.7K
Contributions & income
Employer contributions$392.7K
Participant contributions$1.1M
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$156.9K
Total expenses$178.5K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookneal, 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

Brookneal market comparison

Largest plan share of assets100%Foster Fuels, Inc. 401(K) Plan
Participants per plan211Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Brookneal

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

  1. 1
    Foster Fuels, Inc. 401(K) Plan$9M
    Foster Fuels, Inc. · 2023
  2. 2
    Foster Fuels, Inc. Employee Benefits Plannot reported in the loaded dataset
    Foster Fuels, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brookneal, VA?
2 plan(s) reported by 1 sponsor(s) are loaded for Brookneal, VA.

Related Form 5500 pages