Plan5500

Louisa, 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, Louisa, VA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,453,841 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Louisa

  • 4 loaded plans hold $4.5M in reported assets across 3 sponsors.
  • The largest, N&S Construction Inc 401(K) Profit Sharing Plan & Trust, holds 83% of reported Louisa plan assets.
  • Plans cover 427 participants — about 107 per plan.
  • 75% 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$4.5MSummed across loaded plans$4,453,841
Total reported assets$4.5M$4,453,841
Total reported participants427
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$385.1K
Participant contributions$556.6K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$147.7K
Total expenses$149.9K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Louisa market comparison

Largest plan share of assets83%N&S Construction Inc 401(K) Profit Sharing Plan & Trust
Participants per plan107Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Louisa

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

  1. 1
    N&S Construction Inc 401(K) Profit Sharing Plan & Trust$3.7M
    N&S Construction Inc · 2023
  2. 2
    Larkspur Inc. 401(K) Plan$426.1K
    Larkspur Inc. · 2023
  3. 3
    J Waller 71 Inc. Retirement Plan$324.9K
    J Waller 71 Inc. · 2023
  4. 4
    N&S Construction Inc.not reported in the loaded dataset
    N&S Construction Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages