2023 Form 5500 filing — Virginia Transformer Corp Profit Sharing And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011085752NAL0010746867001) for Virginia Transformer Corp Profit Sharing And Retirement Plan, reported by Virginia Transformer Corp under EIN 54-0895926 and plan number 001. It reports 1,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$24.6MReported net assets$24,577,942
Participants1.3K1,276
Provider compensation$32.7K1 Schedule C row(s)$32,700
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011085752NAL0010746867001
- Plan sponsor
- Virginia Transformer Corp
- EIN
- 54-0895926
- Plan number
- 001
- Location
- Roanoke, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$24.6M total assets
Net assets$24.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,577,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,577,942
- Employer contributions
- $1,103,227
- Participant contributions
- $3,071,096
- Total income / additions
- $8,097,591
- Benefits paid
- $1,339,181
- Administrative expenses
- $32,731
- Total expenses
- $1,426,555
- Net increase / (decrease)
- $6,671,036
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,700 | $0 |