Plan5500

Timberville, 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, Timberville, VA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $17,224,324 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
4
Latest filing year
2023

What stands out in Timberville

  • 4 loaded plans hold $17.2M in reported assets across 4 sponsors.
  • The largest, Sba Defined Contribution Plan For Farmers & Merchants Bank, holds 73% of reported Timberville plan assets.
  • Plans cover 513 participants — about 128 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.2MSummed across loaded plans$17,224,324
Total reported assets$17.2M$17,224,324
Total reported participants513
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.2M total assets
Net assets$17.2MLiabilities$0
Contributions & income
Employer contributions$931.5K
Participant contributions$1.1M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Timberville market comparison

Largest plan share of assets73%Sba Defined Contribution Plan For Farmers & Merchants Bank
Participants per plan128Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Timberville

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

  1. 1
    Sba Defined Contribution Plan For Farmers & Merchants Bank$12.6M
    Farmers & Merchants Bank · 2023
  2. 2
    F & M Bank Corp. Stock Bonus Plan$4.6M
    F & M Bank Corp. · 2023
  3. 3
    Bobs Body And Mind Fitness Services, Inc. 401(K) Plan$20.6K
    Bobs Body And Mind Fitness Services, Inc. · 2023
  4. 4
    Bowman Fruit Sales, L. L. C.$0
    Bowman Fruit Sales, L.L.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Timberville, VA?
4 plan(s) reported by 4 sponsor(s) are loaded for Timberville, VA.

Related Form 5500 pages