Plan5500

Scottsville, 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, Scottsville, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,047,459 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 Scottsville

  • 2 loaded plans hold $1M in reported assets across 2 sponsors.
  • The largest, Esop Services Inc Retirement Plan-Variable Contribution, holds 84% of reported Scottsville plan assets.
  • Plans cover 3 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$1MSummed across loaded plans$1,047,459
Total reported assets$1M$1,047,459
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$0
Contributions & income
Employer contributions$7.5K
Participant contributions$0
Total income / additions$123K
Expenses & distributions
Benefits paid / distributions$38.7K
Total expenses$38.8K
Net increase / (decrease)$84.3K

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 Scottsville, 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

Scottsville market comparison

Largest plan share of assets84%Esop Services Inc Retirement Plan-Variable Contribution
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Scottsville

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

  1. 1
    Esop Services Inc Retirement Plan-Variable Contribution$883.4K
    Esop Services Inc · 2023
  2. 2
    The Wooden Plate Co. 401(K) Plan$164.1K
    The Wooden Plate Co. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages