Plain-English plan 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, Middleburg 401(K) Plan is a benefit plan reported by Middleburg Management, LLC under EIN 46-0927391 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $5,843,492 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,843,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,843,492
- Net assets (BOY)
- $4,378,820
Income & contributions
- Employer contributions
- $291,844
- Participant contributions
- $626,729
- Total contributions
- $1,329,402
- Total income / additions
- $2,135,650
Expenses & distributions
- Benefits paid
- $633,812
- Administrative expenses
- $37,166
- Total expenses
- $670,978
- Net increase / (decrease)
- $1,464,672