How many Form 5500 benefit plans are loaded for Willamsburg, VA?

1 plan(s) reported by 1 sponsor(s) are loaded for Willamsburg, VA.

Willamsburg, 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, Willamsburg, VA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $762,360 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Willamsburg

1 loaded plans hold $762.4K in reported assets across 1 sponsors.
The largest, Calderone Abbott Pc Profit Sharing Plan, holds 100% of reported Willamsburg plan assets.
Plans cover 6 participants — about 6 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$762.4KSummed across loaded plans$762,360

Total reported assets$762.4K$762,360

Total reported participants6

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$762.4K total assets

Net assets$762.4KLiabilities—

Contributions & income

Employer contributions$50K

Participant contributionsNot reported

Total income / additions$196.5K

Expenses & distributions

Benefits paid / distributions$12K

Total expenses$16.6K

Net increase / (decrease)$179.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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

Willamsburg market comparison

Largest plan share of assets100%Calderone Abbott Pc Profit Sharing Plan

Participants per plan6Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Willamsburg

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

1
Calderone Abbott Pc Profit Sharing Plan$762.4K
Calderone Abbott Pc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Willamsburg, VA?: 1 plan(s) reported by 1 sponsor(s) are loaded for Willamsburg, VA.