Plan5500

New Kent, 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, New Kent, VA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $44,724 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in New Kent

  • 3 loaded plans hold $44.7K in reported assets across 3 sponsors.
  • The largest, A.M.W Investments, Inc. Retirement Plan, holds 100% of reported New Kent plan assets.
  • Plans cover 7 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$44.7KSummed across loaded plans$44,724
Total reported assets$44.7K$44,724
Total reported participants7
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$44.7K total assets
Net assets$44.7KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$145.3K
Expenses & distributions
Benefits paid / distributions$47.8K
Total expenses$47.8K
Net increase / (decrease)-$193.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

New Kent market comparison

Largest plan share of assets100%A.M.W Investments, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Kent

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

  1. 1
    A.M.W Investments, Inc. Retirement Plan$44.7K
    A.M.W Investments, Inc. · 2023
  2. 2
    Catalina Vending Services, Inc. Profit Sharing Plan$0
    Catalina Vending Services, Inc. · 2023
  3. 3
    Sammax Corp 401(K) Plan$0
    Sammax Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages