2023 Form 5500 filing — Virginia Industries, Inc. 401(K) 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 20241011145951NAL0012648323001) for Virginia Industries, Inc. 401(K) Plan, reported by Virginia Industries, Inc. under EIN 06-1073917 and plan number 003. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145951NAL0012648323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Industries, Inc.
- EIN
- 06-1073917
- Plan number
- 003
- Location
- Rocky Hill, CT
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,496,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,496,536
- Employer contributions
- $671,757
- Participant contributions
- $621,412
- Total income / additions
- $4,371,456
- Benefits paid
- $1,463,902
- Administrative expenses
- $99,743
- Total expenses
- $1,563,645
- Net increase / (decrease)
- $2,807,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| H&H Retirement Services, Inc. | NONE | $67,425 | not reported in the loaded dataset |
| H&H Investment Services, Inc. | NONE | $22,318 | not reported in the loaded dataset |
| Whittlesey, P.C. | NONE | $10,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | not reported in the loaded dataset |