South Hill, 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, South Hill, VA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $14,501,451 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.5MSummed across loaded plans$14,461,734
Total reported assets$14.5M$14,501,451
Total reported participants567
Total reported liabilities$39.7K$39,717

Reported net position

Reported assets = net assets + liabilities (summed)$14.5M total assets
Net assets$14.5MLiabilities$39.7K
Contributions & income
Employer contributions$50.7K
Participant contributions$31.5K
Total income / additions$785.9K
Expenses & distributions
Benefits paid / distributions$39.7K
Total expenses$47.9K
Net increase / (decrease)$738K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

South Hill market comparison

Largest plan share of assets92%Parker Oil Company, Inc. 401(K) Plan
Participants per plan142Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in South Hill

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

  1. 1
    Parker Oil Company, Inc. · 2023
  2. 2
    Lake Country Area Agency On Aging · 2023
  3. 3
    Parker Oil Company, Inc. Employee Benefits Plannot reported in the loaded dataset
    Parker Oil Company, Inc. · 2023
  4. 4
    The Health Care Plan Of Parker Oil Company, Inc.not reported in the loaded dataset
    Parker Oil Company, Inc. · 2023

Related Form 5500 pages