South Hill, 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, South Hill, VA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $14,501,451 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)
$14,501,451
Total reported liabilities (EOY)
$39,717
Total reported net assets (EOY)
$14,461,734

Contributions & income

Employer contributions
$50,675
Participant contributions
$31,540
Total income / additions
$785,903

Expenses & distributions

Benefits paid / distributions
$39,717
Total expenses
$47,895
Net increase / (decrease)
$738,008

Coverage

Total reported participants
567
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Hill, 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 South Hill, VA
PlanSponsorReported assets (EOY)Year
Parker Oil Company, Inc. 401(K) PlanParker Oil Company, Inc.$13,410,8212023
Lake Country Area Agency On Aging Inc Tsa PlanLake Country Area Agency On Aging$1,090,6302023
Parker Oil Company, Inc. Employee Benefits PlanParker Oil Company, Inc.not reported in the loaded dataset2023
The Health Care Plan Of Parker Oil Company, Inc.Parker Oil Company, Inc.not reported in the loaded dataset2023

Related Form 5500 pages