Plan5500

Milford, 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, Milford, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $47,111 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Milford

  • 1 loaded plans hold $47.1K in reported assets across 1 sponsors.
  • The largest, Cit Enterprises, Inc. 401(K) Plan, holds 100% of reported Milford plan assets.
  • Plans cover 2 participants — about 2 per plan.
  • 100% 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$491KSummed across loaded plans$490,981
Total reported assets$47.1K$47,111
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$47.1K total assets
Net assets$491KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$169.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$100
Net increase / (decrease)$169K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Milford market comparison

Largest plan share of assets100%Cit Enterprises, Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Milford

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

  1. 1
    Cit Enterprises, Inc. 401(K) Plan$47.1K
    Cit Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages