2023 Form 5500 filing — Virginia Transformer Corp Profit Sharing And Retirement 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 20241011085752NAL0010746867001) for Virginia Transformer Corp Profit Sharing And Retirement Plan, reported by Virginia Transformer Corp under EIN 54-0895926 and plan number 001. It reports 1,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085752NAL0010746867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Transformer Corp
- EIN
- 54-0895926
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 1,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,577,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,577,942
- Employer contributions
- $1,103,227
- Participant contributions
- $3,071,096
- Total income / additions
- $8,097,591
- Benefits paid
- $1,339,181
- Administrative expenses
- $32,731
- Total expenses
- $1,426,555
- Net increase / (decrease)
- $6,671,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,700 | $0 |