Plan5500

Union, 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, Union, WV has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $558,417 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 Union

  • 2 loaded plans hold $558.4K in reported assets across 2 sponsors.
  • The largest, Browne Brothers Carpentry, Inc. Profit Sharing Plan, holds 80% of reported Union plan assets.
  • Plans cover 3 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$558.4KSummed across loaded plans$558,417
Total reported assets$558.4K$558,417
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$558.4K total assets
Net assets$558.4KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$110K
Total income / additions$122.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$122.8K

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 Union, 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.

Computed from loaded plans

Union market comparison

Largest plan share of assets80%Browne Brothers Carpentry, Inc. Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Union

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

  1. 1
    Browne Brothers Carpentry, Inc. Profit Sharing Plan$448.4K
    Browne Brothers Carpentry, Inc. · 2023
  2. 2
    Sausevents Investment Plan$110K
    Sausevents Investment Plan · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages