Plan5500

Kilmarnock, 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, Kilmarnock, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $43,449,594 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Kilmarnock

  • 3 loaded plans hold $43.4M in reported assets across 2 sponsors.
  • The largest, Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan, holds 82% of reported Kilmarnock plan assets.
  • Plans cover 545 participants — about 182 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.4MSummed across loaded plans$43,449,594
Total reported assets$43.4M$43,449,594
Total reported participants545
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.4M total assets
Net assets$43.4MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.8M
Total income / additions$6.7M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Kilmarnock market comparison

Largest plan share of assets82%Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan
Participants per plan182Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Kilmarnock

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

  1. 1
    Chesapeake Financial Shares, Inc. 401k Profit Sharing Plan$35.4M
    Chesapeake Financial Shares, Inc. · 2023
  2. 2
    Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan$6.8M
    Chesapeake Financial Shares, Inc. · 2023
  3. 3
    Nnk Inc 401(K) Plan$1.2M
    Nnk Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages