Plan5500

Powhatan, 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, Powhatan, VA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $5,950,008 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Powhatan

  • 6 loaded plans hold $6M in reported assets across 5 sponsors.
  • The largest, Colony Construction, Inc. 401(K) Plan, holds 90% of reported Powhatan plan assets.
  • Plans cover 245 participants — about 41 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$5,950,008
Total reported assets$6M$5,950,008
Total reported participants245
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities$0
Contributions & income
Employer contributions$163.1K
Participant contributions$301.5K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)-$33.3K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Powhatan market comparison

Largest plan share of assets90%Colony Construction, Inc. 401(K) Plan
Participants per plan41Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Powhatan

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

  1. 1
    Colony Construction, Inc. 401(K) Plan$5.4M
    Colony Construction, Inc. · 2023
  2. 2
    Puroclean Of Richmond Inc. Retirement Plan$270.3K
    Puroclean Of Richmond Inc. · 2023
  3. 3
    Virginia Equipment & Tool Retirement Plan$162K
    Virginia Equipment & Tool Inc · 2023
  4. 4
    Balanced Investments Inc. Retirement Plan$96.7K
    Balanced Investments Inc · 2023
  5. 5
    Swh Automotive, Inc. 401(K) Plan$54.2K
    Swh Automotive, Inc. · 2023
  6. 6
    Colony Construction, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Colony Construction, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Powhatan, VA?
6 plan(s) reported by 5 sponsor(s) are loaded for Powhatan, VA.

Related Form 5500 pages