Wise, 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, Wise, VA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $31,387,680 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
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,387,680
Total reported liabilities (EOY)
$822,162
Total reported net assets (EOY)
$30,565,518

Contributions & income

Employer contributions
$530,002
Participant contributions
$936,832
Total income / additions
$6,734,581

Expenses & distributions

Benefits paid / distributions
$2,053,073
Total expenses
$2,141,991
Net increase / (decrease)
$4,592,590

Coverage

Total reported participants
481
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wise, 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 Wise, VA
PlanSponsorReported assets (EOY)Year
Thompson & Litton 401(K) Profit Sharing PlanThompson & Litton, Inc.$25,422,9512023
Thompson & Litton, Inc. Employee Stock Ownership Plan And TrustThompson & Litton, Inc.$5,964,7292023
Thompson & Litton Employee Benefits PlanThompson & Littonnot reported in the loaded dataset2023

Related Form 5500 pages