Plan5500

King George, 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, King George, VA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $28,846,284 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
5
Latest filing year
2023

What stands out in King George

  • 7 loaded plans hold $28.8M in reported assets across 5 sponsors.
  • The largest, Solutions Development Corporation 401(K) Plan #001, holds 51% of reported King George plan assets.
  • Plans cover 583 participants — about 83 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.8MSummed across loaded plans$28,846,284
Total reported assets$28.8M$28,846,284
Total reported participants583
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.8MLiabilities$0
Contributions & income
Employer contributions$2.9M
Participant contributions$1.1M
Total income / additions$8.3M
Expenses & distributions
Benefits paid / distributions$943.7K
Total expenses$1M
Net increase / (decrease)$7.2M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation1 / 7 (14%)

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

King George market comparison

Largest plan share of assets51%Solutions Development Corporation 401(K) Plan #001
Participants per plan83Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in King George

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

  1. 1
    Solutions Development Corporation 401(K) Plan #001$14.6M
    Solutions Development Corporation · 2023
  2. 2
    Tech Wizards 401(K) Profit Sharing Plan$9.4M
    Tech Wizards · 2023
  3. 3
    Richard Cottrell Dds Pc 401(K) Profit Sharing Plan & Trust$3.4M
    Richard Cottrell Dds Pc · 2023
  4. 4
    Cce Specialties, LLC Profit Sharing Plan$1.1M
    Cce Specialties, LLC · 2023
  5. 5
    Saturday Morning Western Enterprises Corp 401(K) Plan$331.2K
    Saturday Morning Western Enterprises Corp. · 2023
  6. 6
    Tech Wizards Anthem Plannot reported in the loaded dataset
    Tech Wizards · 2023
  7. 7
    Tech Wizards Principal Plannot reported in the loaded dataset
    Tech Wizards · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for King George, VA?
7 plan(s) reported by 5 sponsor(s) are loaded for King George, VA.

Related Form 5500 pages