Yorktown, 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, Yorktown, VA has 19 loaded benefit plan(s) reported by 14 plan sponsor(s), with $127,194,688 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $127,194,688
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $127,194,688
Contributions & income
- Employer contributions
- $3,374,623
- Participant contributions
- $7,245,347
- Total income / additions
- $29,454,235
Expenses & distributions
- Benefits paid / distributions
- $13,754,750
- Total expenses
- $14,079,820
- Net increase / (decrease)
- $15,374,415
Coverage
- Total reported participants
- 2,814
- Plans with financial statements
- 15
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yorktown, 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 |
|---|---|---|---|
| The Bionetics Corporation 401(K) Savings Plan | The Bionetics Corporation | $33,070,341 | 2023 |
| Cruz Associates, Inc. 401(K) Profit Sharing Plan | Cruz Associates, Inc. | $25,311,684 | 2023 |
| Ita International LLC 401(K) Plan | Ita International, LLC | $22,415,467 | 2023 |
| 1st Advantage Federal Credit Union 401k Plan And Trust | 1st Advantage Federal Credit Union | $19,578,601 | 2023 |
| Atlantic Emergency Solutions, Inc 401(K) Plan | Atlantic Emergency Solutions, Inc. | $11,234,593 | 2023 |
| Cybernetics 401(K) Profit Sharing Plan | Contemporary Cybernetics Group, Inc. | $7,133,941 | 2023 |
| The Bionetics Corporation Union 401(K) Savings Plan | The Bionetics Corporation | $4,355,045 | 2023 |
| Ken Matthews Landscape Nursery Company, Inc. Profit Sharing Plan | Ken Matthews Landscape Nursery Company, Inc. | $1,749,317 | 2023 |
| Yorktown Periodontics 401(K) Plan | Yorktown Periodontics | $806,975 | 2023 |
| Highlands Preparatory Academy Inc. Retirement Plan | Highlands Preparatory Academy Inc. | $658,576 | 2023 |
| Krj Agency Retirement Plan | Krj Agency, Inc. | $434,148 | 2023 |
| Counts, Ltd. Profit Sharing Plan | Counts, Ltd. | $296,709 | 2023 |
| Rodney'S Carpet Cleaning, Inc. Profit Sharing Plan | Rodney'S Carpet Cleaning, Inc. | $83,592 | 2023 |
| Engineering Development Laboratory, Inc. Profit Sharing Plan | Engineering Development Laboratory Inc. | $40,425 | 2023 |
| Mijovi Financial, Inc. 401(K) Plan | Mijovi Financial, Inc. | $25,274 | 2023 |
| 1st Advantage Federal Credit Union Ancillary Benefit Plan | 1st Advantage Federal Credit Union | not reported in the loaded dataset | 2023 |
| 1st Advantage Federal Credit Union Health & Welfare Benefit Plan | 1st Advantage Federal Credit Union | not reported in the loaded dataset | 2023 |
| Atlantic Emergency Solutions Employee Benefits Plan | Atlantic Emergency Solutions | not reported in the loaded dataset | 2023 |
| The Bionetics Corporation Group Health Care Plan | The Bionetics Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Yorktown → · Yorktown plans by participants → · Yorktown plans with financial data → · Yorktown plans with provider compensation → · $1B+ plans in Yorktown →
Related Form 5500 pages
- All VA Form 5500 filings
- The Bionetics Corporation 401(K) Savings Plan (plan 001)
- The Bionetics Corporation — all reported plans
- Cruz Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cruz Associates, Inc. — all reported plans
- Ita International LLC 401(K) Plan (plan 001)
- Ita International, LLC — all reported plans
- 1st Advantage Federal Credit Union 401k Plan And Trust (plan 002)
- 1st Advantage Federal Credit Union — all reported plans
- Atlantic Emergency Solutions, Inc 401(K) Plan (plan 001)
- Atlantic Emergency Solutions, Inc. — all reported plans
- Cybernetics 401(K) Profit Sharing Plan (plan 002)
- Contemporary Cybernetics Group, Inc. — all reported plans
- The Bionetics Corporation Union 401(K) Savings Plan (plan 005)
- Ken Matthews Landscape Nursery Company, Inc. Profit Sharing Plan (plan 001)
- Ken Matthews Landscape Nursery Company, Inc. — all reported plans
- Yorktown Periodontics 401(K) Plan (plan 002)
- Yorktown Periodontics — all reported plans
- Highlands Preparatory Academy Inc. Retirement Plan (plan 001)
- Highlands Preparatory Academy Inc. — all reported plans
- Krj Agency Retirement Plan (plan 001)
- Krj Agency, Inc. — all reported plans
- Counts, Ltd. Profit Sharing Plan (plan 001)
- Counts, Ltd. — all reported plans
- Rodney'S Carpet Cleaning, Inc. Profit Sharing Plan (plan 001)
- Rodney'S Carpet Cleaning, Inc. — all reported plans
- Engineering Development Laboratory, Inc. Profit Sharing Plan (plan 001)
- Engineering Development Laboratory Inc. — all reported plans
- Mijovi Financial, Inc. 401(K) Plan (plan 001)
- Mijovi Financial, Inc. — all reported plans
- Methodology
- Data sources