Blue Ridge Bancshares, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Blue Ridge Bancshares, Inc. (EIN 43-1550520) is a plan sponsor located in Independence, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1550520
Location
Independence, MO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,448,710
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,448,710

Contributions & income

Employer contributions
$424,610
Participant contributions
$522,147
Total income / additions
$3,312,984

Expenses & distributions

Benefits paid / distributions
$2,106,393
Total expenses
$2,125,369
Net increase / (decrease)
$1,187,615

Coverage

Total reported participants
312
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Blue Ridge Bancshares, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Blue Ridge Bank & Trust Co. 401(K) Profit Sharing Plan001172$9,589,6892023
Blue Ridge Employees Stock Ownership Plan002140$2,859,0212023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Blue Ridge Bancshares, Inc.
YearPlanParticipantsSchedulesFiling
2023Blue Ridge Bank & Trust Co. 401(K) Profit Sharing Plan172H, C20240709160211NAL0008046627001
2023Blue Ridge Employees Stock Ownership Plan140H20240710124908NAL0008593827001

Related Form 5500 pages