San Juan, 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, San Juan, WV has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $295,071 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 San Juan
- 1 loaded plans hold $295.1K in reported assets across 1 sponsors.
- The largest, Dr. Samuel J. Velez Profit Sharing Plan, holds 100% of reported San Juan plan assets.
- Plans cover 4 participants — about 4 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for San Juan, 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.
San Juan market comparison
Largest loaded plans in San Juan
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in San Juan → · San Juan plans by participants → · San Juan plans with financial data → · San Juan plans with provider compensation → · $1B+ plans in San Juan →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for San Juan, WV?
- 1 plan(s) reported by 1 sponsor(s) are loaded for San Juan, WV.