Plan5500

Lovingston, 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, Lovingston, VA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $41,710,571 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

What stands out in Lovingston

  • 3 loaded plans hold $41.7M in reported assets across 2 sponsors.
  • The largest, Central Virginia Electric Cooperative 401(K) Deferred Compensation Plan, holds 86% of reported Lovingston plan assets.
  • Plans cover 176 participants — about 59 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.7MSummed across loaded plans$41,710,570
Total reported assets$41.7M$41,710,571
Total reported participants176
Total reported liabilities$1

Reported net position

Reported assets = net assets + liabilities (summed)$41.7M total assets
Net assets$41.7MLiabilities$1
Contributions & income
Employer contributions$2.2M
Participant contributions$1.2M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$7.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Computed from loaded plans

Lovingston market comparison

Largest plan share of assets86%Central Virginia Electric Cooperative 401(K) Deferred Compensation Plan
Participants per plan59Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lovingston

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Central Virginia Electric Cooperative 401(K) Deferred Compensation Plan$35.9M
    Central Virginia Electric Cooperative · 2023
  2. 2
    Central Virginia Electric Cooperative Retiree Welfare Benefit Plan$5.6M
    Central Virginia Electric Cooperative · 2023
  3. 3
    Interstate Industries, Inc. 401(K) Plan$196.5K
    Interstate Industries, Inc. · 2023

Largest plans in Lovingston → · Lovingston plans by participants → · Lovingston plans with financial data → · Lovingston plans with provider compensation → · $1B+ plans in Lovingston →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lovingston, VA?
3 plan(s) reported by 2 sponsor(s) are loaded for Lovingston, VA.

Related Form 5500 pages