Plan5500

Vinton, 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, Vinton, VA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,148,977 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 Vinton

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Lemone Enterprises Retirement Plan, holds 53% of reported Vinton plan assets.
  • Plans cover 4 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$1.1MSummed across loaded plans$1,148,977
Total reported assets$1.1M$1,148,977
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$18.1K
Participant contributionsNot reported
Total income / additions$18.5K
Expenses & distributions
Benefits paid / distributions$10.7K
Total expenses$17.7K
Net increase / (decrease)$750

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 Vinton, 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

Vinton market comparison

Largest plan share of assets53%Lemone Enterprises Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Vinton

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

  1. 1
    Lemone Enterprises Retirement Plan$603.9K
    Lemone Enterprises, Inc. · 2023
  2. 2
    Chalaine Inc Ps Plan$545.1K
    Chalaine Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages