Plan5500

Rural Retreat, 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, Rural Retreat, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $544,979 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 Rural Retreat

  • 1 loaded plans hold $545K in reported assets across 1 sponsors.
  • The largest, Park To Purpose Inc. 401(K) Plan, holds 100% of reported Rural Retreat plan assets.
  • Plans cover 0 participants — about 0 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$545KSummed across loaded plans$544,979
Total reported assets$545K$544,979
Total reported participants0
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$545K total assets
Net assets$545KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$545.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$160
Net increase / (decrease)$545K

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 Rural Retreat, 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

Rural Retreat market comparison

Largest plan share of assets100%Park To Purpose Inc. 401(K) Plan
Participants per plan0Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rural Retreat

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

  1. 1
    Park To Purpose Inc. 401(K) Plan$545K
    Park To Purpose Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages