Manakin-Sabot, 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, Manakin-Sabot, VA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $196,238,617 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$196,238,617
Total reported liabilities (EOY)
$21,889
Total reported net assets (EOY)
$196,216,728

Contributions & income

Employer contributions
$5,741,548
Participant contributions
$10,237,093
Total income / additions
$56,281,732

Expenses & distributions

Benefits paid / distributions
$16,867,099
Total expenses
$17,155,244
Net increase / (decrease)
$39,126,488

Coverage

Total reported participants
1,735
Plans with financial statements
6
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Manakin-Sabot, 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.

Largest loaded plans by reported assets

Largest loaded plans in Manakin-Sabot, VA
PlanSponsorReported assets (EOY)Year
Luck Stone Corporation 401(K) PlanLuck Stone Corporation$174,498,7472023
James River Financial Corp. 401(K) PlanJames River Financial Corp.$11,982,2672023
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & TrustCaldwell & Gregory LLC$9,399,8442023
Rob'S Pet Company, Inc. 401(K) Profit Sharing PlanRob'S Pet Company, Inc.$02023

Related Form 5500 pages