Plan5500

Spotsylvania, 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, Spotsylvania, VA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $922,542 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
6
Latest filing year
2023

What stands out in Spotsylvania

  • 6 loaded plans hold $922.5K in reported assets across 6 sponsors.
  • The largest, Phe, Inc. 401(K) Plan, holds 57% of reported Spotsylvania plan assets.
  • Plans cover 17 participants — about 3 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$1,180,345
Total reported assets$922.5K$922,542
Total reported participants17
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$922.5K total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$8.3K
Participant contributions$60.4K
Total income / additions-$6.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25
Net increase / (decrease)-$6.5K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Spotsylvania market comparison

Largest plan share of assets57%Phe, Inc. 401(K) Plan
Participants per plan3Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Spotsylvania

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

  1. 1
    Phe, Inc. 401(K) Plan$524.9K
    Phe, Inc. · 2023
  2. 2
    Rsh Innovations Inc. Retirement Plan$124.5K
    Rsh Innovations Inc. · 2023
  3. 3
    Grass Creek Investments, Inc. 401k Profit Sharing Plan$97.5K
    Grass Creek Investments, Inc. · 2023
  4. 4
    Derrow Auto Sales Inc. 401(K) Plan$61.7K
    Derrrow Auto Sales Inc. · 2023
  5. 5
    Tranquility Home, Inc. 401(K) Plan$59.6K
    Tranquility Home, Inc. · 2023
  6. 6
    Kwip Enterprises Inc. Retirement Plan$54.4K
    Kwip Enterprises Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages