Plan5500

Carrollton, 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, Carrollton, VA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $1,504,497 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
7
Latest filing year
2023

What stands out in Carrollton

  • 7 loaded plans hold $1.5M in reported assets across 7 sponsors.
  • The largest, Quickcare Health, Inc. 401k Profit Sharing Plan, holds 48% of reported Carrollton plan assets.
  • Plans cover 126 participants — about 18 per plan.
  • 86% 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$1.2MSummed across loaded plans$1,204,039
Total reported assets$1.5M$1,504,497
Total reported participants126
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$12.5K
Participant contributions$1.1K
Total income / additions-$73.4K
Expenses & distributions
Benefits paid / distributions$321K
Total expenses$321K
Net increase / (decrease)-$394.4K

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation0 / 7 ()

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

Carrollton market comparison

Largest plan share of assets48%Quickcare Health, Inc. 401k Profit Sharing Plan
Participants per plan18Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Carrollton

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

  1. 1
    Quickcare Health, Inc. 401k Profit Sharing Plan$722.5K
    Quickcare Health, Inc. · 2023
  2. 2
    Harriet Beizer Associates Pension Plan$300.5K
    Harriet Beizer Associates · 2023
  3. 3
    Aj & Sons Ninja Inc. Retirement Plan$291K
    Aj & Sons Ninja Inc. · 2023
  4. 4
    Mj Endeavors, Inc. Retirement Plan$180.5K
    Mj Endeavors, Inc. · 2023
  5. 5
    Carrollton Distribution Inc. Retirement Plan$9.1K
    Carrollton Distribution Inc. · 2023
  6. 6
    Oil Jack Inc 401(K) Plan$882
    Oil Jack Inc · 2023
  7. 7
    The Schaubach Group Health Palnnot reported in the loaded dataset
    Schaubach Group · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carrollton, VA?
7 plan(s) reported by 7 sponsor(s) are loaded for Carrollton, VA.

Related Form 5500 pages