Moorefield, WV 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, Moorefield, WV has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $61,631,922 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $61,631,922
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $61,631,922
Contributions & income
- Employer contributions
- $2,009,061
- Participant contributions
- $1,954,217
- Total income / additions
- $14,922,397
Expenses & distributions
- Benefits paid / distributions
- $4,145,018
- Total expenses
- $4,250,813
- Net increase / (decrease)
- $10,671,584
Coverage
- Total reported participants
- 1,440
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Moorefield, WV 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Summit Financial Group, Inc. Defined Contribution Plan | Summit Financial Group, Inc. | $42,967,066 | 2023 |
| Summit Financial Group, Inc. Employee Stock Ownership Plan | Summit Financial Group, Inc. | $18,664,856 | 2023 |
| Drs Rw And Ja Love Memorial Clinic | Drs Rw And Ja Love Memorial Clinic | not reported in the loaded dataset | 2023 |
| Summit Financial Group, Inc. Employee Benefits Plan | Summit Financial Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Moorefield → · Moorefield plans by participants → · Moorefield plans with financial data → · Moorefield plans with provider compensation → · $1B+ plans in Moorefield →
Related Form 5500 pages
- All WV Form 5500 filings
- Summit Financial Group, Inc. Defined Contribution Plan (plan 001)
- Summit Financial Group, Inc. — all reported plans
- Summit Financial Group, Inc. Employee Stock Ownership Plan (plan 002)
- Drs Rw And Ja Love Memorial Clinic (plan 001)
- Drs Rw And Ja Love Memorial Clinic — all reported plans
- Summit Financial Group, Inc. Employee Benefits Plan (plan 503)
- Methodology
- Data sources