Dumfries, 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, Dumfries, VA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $12,916,102 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,916,102
Total reported liabilities (EOY)
$13,857
Total reported net assets (EOY)
$12,902,245

Contributions & income

Employer contributions
$1,635,165
Participant contributions
$1,435,990
Total income / additions
$5,039,272

Expenses & distributions

Benefits paid / distributions
$1,140,305
Total expenses
$1,231,578
Net increase / (decrease)
$3,807,694

Coverage

Total reported participants
2,374
Plans with financial statements
7
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dumfries, 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 Dumfries, VA
PlanSponsorReported assets (EOY)Year
Aviation Security Management, LLC 401(K) PlanAviation Security Management, LLC$6,138,9362023
Alternative Paths Training School 401(K) Retirement PlanAlternative Paths Training School$3,934,8552023
Principle Choice Solutions, LLC 401(K) PlanPrinciple Choice Solutions, LLC$2,839,0422023
Hawkins Retirement PlanHawkins Corp.$3,2672023
Ryoung Enterprises Corp. 401(K) Profit Sharing PlanRyoung Enterprises Corp.$22023
Advanced Management Strategies Group Retirement Savings PlanAdvanced Management Strategies Group, Inc.$02023
Pj Gardner Enterprise Corp. Retirement PlanPj Gardner Enterprise Corp.$02023
Imsolutions Ltd PlanImsolutions, LLCnot reported in the loaded dataset2023
Imsolutions Term Life And Ad&D PlanImsolutions, LLCnot reported in the loaded dataset2023
Imsolutions Std PlanImsolutions, LLCnot reported in the loaded dataset2023
Aviation Security Management Employee Benefits ProgramAviation Security Management, LLCnot reported in the loaded dataset2023
Le'Fant Welfare Benefit PlanLe'Fant, LLCnot reported in the loaded dataset2023
Alternative Paths Training School Health And Welfare Benefit ProgramAlternative Paths Training Schoolnot reported in the loaded dataset2023

Related Form 5500 pages