Forest, 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, Forest, VA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $138,050,196 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $138,050,196
- Total reported liabilities (EOY)
- $3,084
- Total reported net assets (EOY)
- $138,047,112
Contributions & income
- Employer contributions
- $2,015,786
- Participant contributions
- $2,879,809
- Total income / additions
- $21,031,204
Expenses & distributions
- Benefits paid / distributions
- $4,240,916
- Total expenses
- $4,866,975
- Net increase / (decrease)
- $16,164,229
Coverage
- Total reported participants
- 1,754
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Forest, 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 |
|---|---|---|---|
| Sentry Equipment Erectors,Inc. Stock Bonus Plan | Sentry Equipment Erectors, LLC | $66,614,827 | 2023 |
| Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan | Sentry Equipment Erectors, LLC | $29,797,887 | 2023 |
| Moore & Giles 401(K) Profit Sharing P&T | Moore & Giles | $15,126,308 | 2023 |
| Hanwha Azdel, Inc. Employee Savings Plan | Hanwha Azdel, Inc. | $14,950,588 | 2023 |
| Azdel, Inc. Retirement Plan | Hanwha Azdel, Inc. | $10,747,215 | 2023 |
| Rockdale Transportation Enterprises, Inc Prototype 401k Profit Sharing Plan And Trust | Rockdale Transportation Enterprises, Inc. | $398,963 | 2023 |
| Timberlake Corporation 401(K) Plan | Timberlake Corporation | $252,422 | 2023 |
| Mark Seven Inc. Retirement Plan | Mark Seven Inc. | $157,447 | 2023 |
| Global Biomed Laboratories, Inc. 401k Profit Sharing Plan | Global Biomed Laboratories, Inc. | $4,539 | 2023 |
| Hanwha Azdel Health Benefits Plan | Hanwha Azdel | not reported in the loaded dataset | 2023 |
| Hanwha Azdel Group Master Policies Plan | Hanwha Azdel | not reported in the loaded dataset | 2023 |
| Parkland Direct, Inc. | Parkland Direct, Inc. | not reported in the loaded dataset | 2023 |
| Moore & Giles, Inc. Employee Benefits Plan | Moore & Giles, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Forest → · Forest plans by participants → · Forest plans with financial data → · Forest plans with provider compensation → · $1B+ plans in Forest →
Related Form 5500 pages
- All VA Form 5500 filings
- Sentry Equipment Erectors,Inc. Stock Bonus Plan (plan 002)
- Sentry Equipment Erectors, LLC — all reported plans
- Sentry Equipment Erectors, Inc. Employee Stock Ownership And Savings Plan (plan 001)
- Moore & Giles 401(K) Profit Sharing P&T (plan 001)
- Moore & Giles — all reported plans
- Hanwha Azdel, Inc. Employee Savings Plan (plan 002)
- Hanwha Azdel, Inc. — all reported plans
- Azdel, Inc. Retirement Plan (plan 003)
- Rockdale Transportation Enterprises, Inc Prototype 401k Profit Sharing Plan And Trust (plan 001)
- Rockdale Transportation Enterprises, Inc. — all reported plans
- Timberlake Corporation 401(K) Plan (plan 001)
- Timberlake Corporation — all reported plans
- Mark Seven Inc. Retirement Plan (plan 001)
- Mark Seven Inc. — all reported plans
- Global Biomed Laboratories, Inc. 401k Profit Sharing Plan (plan 001)
- Global Biomed Laboratories, Inc. — all reported plans
- Hanwha Azdel Health Benefits Plan (plan 502)
- Hanwha Azdel Group Master Policies Plan (plan 505)
- Parkland Direct, Inc. (plan 501)
- Parkland Direct, Inc. — all reported plans
- Moore & Giles, Inc. Employee Benefits Plan (plan 502)
- Moore & Giles, Inc. — all reported plans
- Methodology
- Data sources