Plan5500

Jonesville, 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, Jonesville, VA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,375,555 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 Jonesville

  • 2 loaded plans hold $10.4M in reported assets across 1 sponsors.
  • The largest, St. Charles Health Council, Inc. 403b Retirement Plan, holds 100% of reported Jonesville plan assets.
  • Plans cover 352 participants — about 176 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.4MSummed across loaded plans$10,375,555
Total reported assets$10.4M$10,375,555
Total reported participants352
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$10.4MLiabilities$0
Contributions & income
Employer contributions$268K
Participant contributions$532K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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

Jonesville market comparison

Largest plan share of assets100%St. Charles Health Council, Inc. 403b Retirement Plan
Participants per plan176Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Jonesville

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

  1. 1
    St. Charles Health Council, Inc. 403b Retirement Plan$10.4M
    St. Charles Health Council, Inc. · 2023
  2. 2
    Cafeteria Plannot reported in the loaded dataset
    St. Charles Health Council, Inc. D/B/A Stone Mountain Health Services · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages