How many benefit plans does Tcv Trust & Wealth Management report on Form 5500?

Tcv Trust & Wealth Management (EIN 54-1685397) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Tcv Trust & Wealth Management?

The Employer Identification Number (EIN) reported for Tcv Trust & Wealth Management is 54-1685397.

What is the latest Form 5500 filing year for Tcv Trust & Wealth Management?

The latest loaded Form 5500 filing year for Tcv Trust & Wealth Management is 2023.

Tcv Trust & Wealth Management — 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, Tcv Trust & Wealth Management (EIN 54-1685397) is a plan sponsor located in Richmond, VA 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: 54-1685397
Location: Richmond, VA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tcv Trust & Wealth Management

1 loaded plans hold $17.8M in reported assets.
The largest, The Trust Company Of Virginia Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
Plans cover 52 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,426,191

Total reported assets$17.8M$17,787,168

Total reported participants52

Total reported liabilities$3.4M$3,360,977

Reported net position

Reported assets = net assets + liabilities (summed)$17.8M total assets

Net assets$14.4MLiabilities$3.4M

Contributions & income

Employer contributions$400K

Participant contributionsNot reported

Total income / additions$1.5M

Expenses & distributions

Benefits paid / distributions$1.7M

Total expenses$1.8M

Net increase / (decrease)-$276.5K

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 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Trust Company Of Virginia Employee Stock Ownership Plan

Participants per plan52Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
The Trust Company Of Virginia Employee Stock Ownership Plan$17.8M
Plan #003 · 52 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tcv Trust & Wealth Management. Open one for its full reported snapshot.

2023
The Trust Company Of Virginia Employee Stock Ownership Plan52 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tcv Trust & Wealth Management report on Form 5500?: Tcv Trust & Wealth Management (EIN 54-1685397) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tcv Trust & Wealth Management?: The Employer Identification Number (EIN) reported for Tcv Trust & Wealth Management is 54-1685397.
What is the latest Form 5500 filing year for Tcv Trust & Wealth Management?: The latest loaded Form 5500 filing year for Tcv Trust & Wealth Management is 2023.