Plan5500

Poquoson, 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, Poquoson, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $562,570 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 Poquoson

  • 2 loaded plans hold $562.6K in reported assets across 2 sponsors.
  • The largest, C.R. Mclellon Builder, Inc. Profit Sharing Plan, holds 86% of reported Poquoson plan assets.
  • Plans cover 23 participants — about 12 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$560.6KSummed across loaded plans$560,609
Total reported assets$562.6K$562,570
Total reported participants23
Total reported liabilities$2K$1,961

Reported net position

Reported assets = net assets + liabilities (summed)$562.6K total assets
Net assets$560.6KLiabilities$2K
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$165.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.2K
Net increase / (decrease)$162.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Poquoson market comparison

Largest plan share of assets86%C.R. Mclellon Builder, Inc. Profit Sharing Plan
Participants per plan12Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Poquoson

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

  1. 1
    C.R. Mclellon Builder, Inc. Profit Sharing Plan$483.9K
    Marquee Homes, Inc. · 2023
  2. 2
    Vinny'S Vinyl Investment Plan$78.7K
    Vinny'S Vinyl Investment Plan · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages