Madison Heights, 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, Madison Heights, VA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,585,348 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $20,585,348
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $20,585,348
Contributions & income
- Employer contributions
- $141,716
- Participant contributions
- $970,011
- Total income / additions
- $3,489,704
Expenses & distributions
- Benefits paid / distributions
- $1,534,921
- Total expenses
- $1,632,561
- Net increase / (decrease)
- $1,857,143
Coverage
- Total reported participants
- 928
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Madison Heights, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Cse, Inc. Profit Sharing 401(K) Plan | Cse, Inc. | $10,639,997 | 2023 |
| Johnson Health Center Matching Tax-Deferrd Savings Plan | Johnson Health Center | $9,945,351 | 2023 |
| Cse, Inc Employee Benefits Plan | Cse, Inc | not reported in the loaded dataset | 2023 |
| Johnson Health Center Employee Benefit Plan | Johnson Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Madison Heights → · Madison Heights plans by participants → · Madison Heights plans with financial data → · Madison Heights plans with provider compensation → · $1B+ plans in Madison Heights →
Related Form 5500 pages
- All VA Form 5500 filings
- Cse, Inc. Profit Sharing 401(K) Plan (plan 001)
- Cse, Inc. — all reported plans
- Johnson Health Center Matching Tax-Deferrd Savings Plan (plan 001)
- Johnson Health Center — all reported plans
- Cse, Inc Employee Benefits Plan (plan 501)
- Johnson Health Center Employee Benefit Plan (plan 501)
- Methodology
- Data sources