2023 Form 5500 filing — Virginia Marble Manufacturers 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003114235NAL0004839875001) for Virginia Marble Manufacturers 401(K) Profit Sharing Plan, reported by Virginia Marble Manufacturers, Inc under EIN 54-0848845 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003114235NAL0004839875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Marble Manufacturers, Inc
- EIN
- 54-0848845
- Plan number
- 001
- Location
- Kenbridge, VA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,387,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,387,595
- Employer contributions
- $109,347
- Participant contributions
- $219,627
- Total income / additions
- $1,503,934
- Benefits paid
- $248,260
- Administrative expenses
- $21,027
- Total expenses
- $269,287
- Net increase / (decrease)
- $1,234,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank And Trust Co | INVESTMENT ADVISOR | $19,516 | not reported in the loaded dataset |
| First Citizens Investor Services In | BROKER/ADVISER | $0 | $4,532 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,449 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $62 | not reported in the loaded dataset |