Virginia Marble Manufacturers 401(K) Profit Sharing Plan — Form 5500 plan (Virginia Marble Manufacturers, Inc)

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, Virginia Marble Manufacturers 401(K) Profit Sharing Plan is a benefit plan reported by Virginia Marble Manufacturers, Inc under EIN 54-0848845 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $6,387,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Virginia Marble Manufacturers, Inc
EIN
54-0848845
Plan number
001
Plan type
2
Location
Kenbridge, VA
Latest filing year
2023
Participants
207
End-of-year plan assets
$6,387,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241003114235NAL0004839875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,387,595
Total liabilities (EOY)
$0
Net assets (EOY)
$6,387,595
Net assets (BOY)
$5,152,948

Income & contributions

Employer contributions
$109,347
Participant contributions
$219,627
Total contributions
$441,895
Total income / additions
$1,503,934

Expenses & distributions

Benefits paid
$248,260
Administrative expenses
$21,027
Total expenses
$269,287
Net increase / (decrease)
$1,234,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens Bank And Trust CoINVESTMENT ADVISOR$19,516not reported in the loaded dataset2023
First Citizens Investor Services InBROKER/ADVISER$0$4,5322023
Empower Annuity Insurance CompanyRECORDKEEPER$1,449$02023
Empower Advisory Group, LLCINVESTMENT MGMT$62not reported in the loaded dataset2023

Related Form 5500 pages