Altria Client Services Deferred Profit-Sharing Trust For Altria Stock — Form 5500 plan (Altria Client Services LLC)

Plain-English plan 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, Altria Client Services Deferred Profit-Sharing Trust For Altria Stock is a benefit plan reported by Altria Client Services LLC under EIN 04-7008374 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,145,419,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altria Client Services LLC
EIN
04-7008374
Plan number
001
Plan type
4
Location
Richmond, VA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,145,419,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240621063433NAL0003182560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,145,419,730
Total liabilities (EOY)
$0
Net assets (EOY)
$1,145,419,730
Net assets (BOY)
$1,636,527,800

Income & contributions

Total contributions
$0
Total income / additions
-$54,906,241

Expenses & distributions

Benefits paid
$42,585,813
Administrative expenses
$0
Total expenses
$42,585,813
Net increase / (decrease)
-$97,492,054

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages