Grundy, 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, Grundy, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $23,559,924 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)
$23,559,924
Total reported liabilities (EOY)
$185,686
Total reported net assets (EOY)
$23,374,238

Contributions & income

Employer contributions
$2,201,589
Participant contributions
$1,208,320
Total income / additions
$6,524,014

Expenses & distributions

Benefits paid / distributions
$4,118,705
Total expenses
$4,367,011
Net increase / (decrease)
$2,157,003

Coverage

Total reported participants
579
Plans with financial statements
3
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grundy, 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 Grundy, VA
PlanSponsorReported assets (EOY)Year
Buchanan General Hospital 401(K) Profit Sharing PlanBuchanan General Hospital$12,001,0272023
Sba Defined Contribution Plan For Trupoint BankTrupoint Bank$11,318,6142023
Buchanan General Hospital Employee Health Care PlanBuchanan General Hospital$240,2832023

Related Form 5500 pages