Lorton, 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, Lorton, VA has 20 loaded benefit plan(s) reported by 16 plan sponsor(s), with $64,172,607 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$64,172,607
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$64,172,607

Contributions & income

Employer contributions
$3,191,136
Participant contributions
$5,557,821
Total income / additions
$19,716,481

Expenses & distributions

Benefits paid / distributions
$4,623,134
Total expenses
$4,787,929
Net increase / (decrease)
$14,928,552

Coverage

Total reported participants
2,687
Plans with financial statements
14
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lorton, 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 Lorton, VA
PlanSponsorReported assets (EOY)Year
United 401(K) Profit Sharing PlanUnited Air Temp$19,982,3932023
Maxisiq Inc 401(K) PlanMaxisiq, Inc$15,761,2452023
Bode Cellmark Forensics, Inc. Retirement TrustBode Cellmark Forensics, Inc$8,993,3482023
Buspatrol America LLC 401(K) Profit Sharing PlanBuspatrol America LLC$5,943,8652023
Alexandria Metal Finishers 401k PlanAlexandria Coatings LLC$5,609,8322023
Anvil Systems Group Incorporat 401(K) Profit Sharing Plan & TrustAnvil Systems Group Incorporat$3,901,2282023
R.E. Lee Electric Co., Inc 401(K) Profit Sharing PlanR.E. Lee Electric Co. Inc$2,911,6192023
K9 Quarters Inc. 401(K) PlanK9 Quarters Inc.$349,6512023
Dao T Nguyen Dds Pc Profit Sharing PlanDao T. Nguyen Dds Pc$217,4442023
Rad Family Auto Care Incorporated 401(K) PlanRad Family Auto Care Incorporated$204,2842023
Air Venture Assets, Inc.401(K) PlanAir Venture Assets, Inc.$157,2262023
Principal United Inc. 401(K) PlanPrincipal United Inc.$82,8632023
Mannovex Holdings, Inc. 401(K) PlanAnnovex Pharma, Inc$57,6092023
Evolution Paint Company 401(K) PlanEvolution Paint Company$02023
Buspatrol America, LLC Welfare Benefits PlanBuspatrol America, LLCnot reported in the loaded dataset2023
Bode Technology Health And Welfare PlanBode Cellmark Forensics, Inc. Dba Bode Technologynot reported in the loaded dataset2023
Maxisiq Welfare Benefit PlanMaxisiq, LLCnot reported in the loaded dataset2023
Dc Trails, Inc. Dc Trails Life And Ad&DDc Trails, Inc.not reported in the loaded dataset2023
Wahid, Inc. Employee Benefits PlanWahid Inc.not reported in the loaded dataset2023
United Air Temp Air Conditioning And Heating Inc.United Air Temp Air Conditioning And Heating Inc.not reported in the loaded dataset2023

Related Form 5500 pages