Floyd, 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, Floyd, VA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $32,641,179 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,641,179
Total reported liabilities (EOY)
$2,718,289
Total reported net assets (EOY)
$29,922,890

Contributions & income

Employer contributions
$793,269
Participant contributions
$322,218
Total income / additions
$3,161,529

Expenses & distributions

Benefits paid / distributions
$760,217
Total expenses
$850,417
Net increase / (decrease)
$2,311,112

Coverage

Total reported participants
2,035
Plans with financial statements
3
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Floyd, 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 Floyd, VA
PlanSponsorReported assets (EOY)Year
Wall Holdings, Inc. & Affiliates Employee Stock Ownership PlanWall Holdings, Inc.$28,754,0462023
Wall Residences, Inc.401(K) Profit Sharing Plan And TrustWall Residences, Inc.$3,846,5992023
Block Family Wines, Inc. 401(K) PlanBlock Family Wines, Inc.$40,5342023
Turman Group Life Insurance PlanTurman & Assoc./Turman Hardwoodnot reported in the loaded dataset2023
Turman Group Dental PlanTurman & Assoc./Turman Hardwoodnot reported in the loaded dataset2023
Wall Residences Employee Benefit PlanWall Residences, Inc.not reported in the loaded dataset2023
Turman Group Medical PlanTurman & Assoc./Turman Hardwoodnot reported in the loaded dataset2023

Related Form 5500 pages