West Point, 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, West Point, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $82,907,733 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$82,907,733
Total reported liabilities (EOY)
$2,036
Total reported net assets (EOY)
$82,905,697

Contributions & income

Employer contributions
$2,083,466
Participant contributions
$2,198,999
Total income / additions
$15,454,305

Expenses & distributions

Benefits paid / distributions
$6,588,906
Total expenses
$6,943,689
Net increase / (decrease)
$8,510,616

Coverage

Total reported participants
1,084
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Point, 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.

Largest loaded plans by reported assets

Largest loaded plans in West Point, VA
PlanSponsorReported assets (EOY)Year
Sba Defined Contribution Plan For Citizens And Farmers BankCitizens And Farmers Bank$53,658,9712023
Sba Cash Balance Pension Plan For Citizens & Farmers BankCitizens & Farmers Bank$19,588,9442023
Curtis Contracting, Inc. 401(K) Profit Sharing PlanCurtis Contracting, Inc.$9,659,8182023

Related Form 5500 pages