Plan5500

Mount Jackson, 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, Mount Jackson, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,933,137 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Mount Jackson

  • 2 loaded plans hold $10.9M in reported assets across 2 sponsors.
  • The largest, Bowman Andros Products 401(K) Profit Sharing Plan, holds 100% of reported Mount Jackson plan assets.
  • Plans cover 613 participants — about 307 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.9MSummed across loaded plans$10,933,137
Total reported assets$10.9M$10,933,137
Total reported participants613
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.9M total assets
Net assets$10.9MLiabilities$0
Contributions & income
Employer contributions$885.4K
Participant contributions$1.3M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Mount Jackson market comparison

Largest plan share of assets100%Bowman Andros Products 401(K) Profit Sharing Plan
Participants per plan307Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mount Jackson

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

  1. 1
    Bowman Andros Products 401(K) Profit Sharing Plan$10.9M
    Bowman Andros Products, LLC · 2023
  2. 2
    Dream Foods, Inc. 401(K) Plan$0
    Dream Foods, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages