Plan5500

Hamilton, 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, Hamilton, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,629,983 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
2
Latest filing year
2023

What stands out in Hamilton

  • 2 loaded plans hold $3.6M in reported assets across 2 sponsors.
  • The largest, Ibis Associates, Inc. Retirement Plan And Trust, holds 50% of reported Hamilton plan assets.
  • Plans cover 6 participants — about 3 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$3.6MSummed across loaded plans$3,629,983
Total reported assets$3.6M$3,629,983
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$16.3K
Participant contributions$47.1K
Total income / additions$528.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$8.9K
Net increase / (decrease)$519.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Hamilton market comparison

Largest plan share of assets50%Ibis Associates, Inc. Retirement Plan And Trust
Participants per plan3Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hamilton

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

  1. 1
    Ibis Associates, Inc. Retirement Plan And Trust$1.8M
    Ibis Associates, Inc. · 2023
  2. 2
    The Lawrence Firm, Pllc Defined Benefit Pension Plan$1.8M
    The Lawrence Firm, Pllc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages