Berryville, VA Form 5500 retirement and benefit plan filings
City Form 5500 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, Berryville, VA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $38,672,931 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $38,672,931
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $38,672,931
Contributions & income
- Employer contributions
- $2,914,392
- Participant contributions
- $1,978,300
- Total income / additions
- $10,993,195
Expenses & distributions
- Benefits paid / distributions
- $7,393,954
- Total expenses
- $7,583,709
- Net increase / (decrease)
- $3,409,486
Coverage
- Total reported participants
- 1,670
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berryville, VA 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sba Defined Contribution Plan For Bank Of Clarke | Bank Of Clarke | $30,179,083 | 2023 |
| Am-Liner Savings & Retirement Plan | Am-Liner East, Inc. | $7,912,811 | 2023 |
| Berryville Medical Associates 401(K) Retirement Plan | Berryville Medical Associates, Plc | $577,301 | 2023 |
| Better Way Business Services Inc. 401(K) Plan | Better Way Business Services Inc. | $3,736 | 2023 |
| The Bank Of Clarke County Employee Stock Ownership Plan | Bank Of Clarke County | $0 | 2023 |
| Bpg Usa Severance Plan | Berryville Graphics, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Berryville → · Berryville plans by participants → · Berryville plans with financial data → · Berryville plans with provider compensation → · $1B+ plans in Berryville →
Related Form 5500 pages
- All VA Form 5500 filings
- Sba Defined Contribution Plan For Bank Of Clarke (plan 002)
- Bank Of Clarke — all reported plans
- Am-Liner Savings & Retirement Plan (plan 001)
- Am-Liner East, Inc. — all reported plans
- Berryville Medical Associates 401(K) Retirement Plan (plan 001)
- Berryville Medical Associates, Plc — all reported plans
- Better Way Business Services Inc. 401(K) Plan (plan 001)
- Better Way Business Services Inc. — all reported plans
- The Bank Of Clarke County Employee Stock Ownership Plan (plan 003)
- Bpg Usa Severance Plan (plan 510)
- Berryville Graphics, Inc. — all reported plans
- Methodology
- Data sources