How many Form 5500 benefit plans are loaded for Shenandoah, VA?

1 plan(s) reported by 1 sponsor(s) are loaded for Shenandoah, VA.

Shenandoah, 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, Shenandoah, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,230,642 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 Shenandoah

1 loaded plans hold $1.2M in reported assets across 1 sponsors.
The largest, Kvk Precision Specialties, Inc. Employee Stock Ownership Plan, holds 100% of reported Shenandoah plan assets.
Plans cover 46 participants — about 46 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$1.2MSummed across loaded plans$1,230,642

Total reported assets$1.2M$1,230,642

Total reported participants46

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets

Net assets$1.2MLiabilities$0

Contributions & income

Employer contributions$90K

Participant contributions$0

Total income / additions$191.4K

Expenses & distributions

Benefits paid / distributions$91.8K

Total expenses$91.8K

Net increase / (decrease)$99.6K

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 Shenandoah, 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

Shenandoah market comparison

Largest plan share of assets100%Kvk Precision Specialties, Inc. Employee Stock Ownership Plan

Participants per plan46Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Shenandoah

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

1
Kvk Precision Specialties, Inc. Employee Stock Ownership Plan$1.2M
Kvk Precision Specialties, Inc. · 2023

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

What to inspect next

Frequently asked questions

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