2023 Form 5500 filing — Virginia Industries 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 20241015093036NAL0055370802001) for Virginia Industries Retirement Plan, reported by Virginia Industries, Inc. under EIN 06-1073917 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093036NAL0055370802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia Industries, Inc.
- EIN
- 06-1073917
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,999,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,999,299
- Employer contributions
- $157,990
- Total income / additions
- $1,342,514
- Benefits paid
- $871,713
- Administrative expenses
- $100,198
- Total expenses
- $971,911
- Net increase / (decrease)
- $370,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hooker & Holcombe, Inc. | NONE | $66,445 | not reported in the loaded dataset |
| Hooker & Holcombe Inv. Adv. Inc. | NONE | $17,337 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $8,416 | $0 |
| Whittlesey Pc | NONE | $8,000 | not reported in the loaded dataset |