Concord, 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, Concord, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,061,522 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,061,522
- Total reported liabilities (EOY)
- $840,135
- Total reported net assets (EOY)
- $12,221,387
Contributions & income
- Employer contributions
- $443,104
- Participant contributions
- $340,182
- Total income / additions
- $1,569,970
Expenses & distributions
- Benefits paid / distributions
- $875,037
- Total expenses
- $941,592
- Net increase / (decrease)
- $628,378
Coverage
- Total reported participants
- 849
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Concord, 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 |
|---|---|---|---|
| Burleigh Construction Co., Inc. Employee Stock Ownership Plan And Trust | Burleigh Construction Co., Inc. | $8,470,068 | 2023 |
| Thompson Trucking, Inc. 401(K) Profit Sharing Plan | Thompson Trucking, Inc. | $4,591,454 | 2023 |
| Thompson Trucking Health & Welfare Plans | Thompson Trucking, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Concord → · Concord plans by participants → · Concord plans with financial data → · Concord plans with provider compensation → · $1B+ plans in Concord →
Related Form 5500 pages
- All VA Form 5500 filings
- Burleigh Construction Co., Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Burleigh Construction Co., Inc. — all reported plans
- Thompson Trucking, Inc. 401(K) Profit Sharing Plan (plan 001)
- Thompson Trucking, Inc. — all reported plans
- Thompson Trucking Health & Welfare Plans (plan 503)
- Methodology
- Data sources