Covington, 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, Covington, VA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,074,256 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
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,074,256
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,074,256

Contributions & income

Employer contributions
$108,848
Participant contributions
$258,960
Total income / additions
$635,385

Expenses & distributions

Benefits paid / distributions
$124,081
Total expenses
$126,700
Net increase / (decrease)
$508,685

Coverage

Total reported participants
1,348
Plans with financial statements
1
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Covington, 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

Largest loaded plans in Covington, VA
PlanSponsorReported assets (EOY)Year
Garten Trucking Lc 401(K) Profit Sharing Plan & TrustGarten Trucking Lc$2,074,2562023
Covington Paperworkers Union Long-Term Disability PlanCovington Paperworkers Union Local 675not reported in the loaded dataset2023
Covington Paperworkers Union Short-Term Disability PlanCovington Paperworkers Union Local 675not reported in the loaded dataset2023
Garten Trucking WarehouseGarten Trucking Lc Garten Trucking Ii LLCnot reported in the loaded dataset2023
Garten Trucking Ii LLCGarten Trucking Ii LLCnot reported in the loaded dataset2023
Williams Fabrication Inc Employee Benefit PlanWilliams Fabrication Incnot reported in the loaded dataset2023

Related Form 5500 pages