Plan5500

Cardinal, 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, Cardinal, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,479,986 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Cardinal

  • 1 loaded plans hold $2.5M in reported assets across 1 sponsors.
  • The largest, Zimmerman Marine, Inc. Employee Stock Ownership Plan, holds 100% of reported Cardinal plan assets.
  • Plans cover 70 participants — about 70 per plan.
  • 100% 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$2.4MSummed across loaded plans$2,411,362
Total reported assets$2.5M$2,479,986
Total reported participants70
Total reported liabilities$68.6K$68,624

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.4MLiabilities$68.6K
Contributions & income
Employer contributions$27.7K
Participant contributionsNot reported
Total income / additions$197.9K
Expenses & distributions
Benefits paid / distributions$42.5K
Total expenses$44K
Net increase / (decrease)$153.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Cardinal market comparison

Largest plan share of assets100%Zimmerman Marine, Inc. Employee Stock Ownership Plan
Participants per plan70Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Cardinal

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

  1. 1
    Zimmerman Marine, Inc. Employee Stock Ownership Plan$2.5M
    Zimmerman Marine, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages