Virginia Industries Retirement Plan — Form 5500 plan (Virginia Industries, Inc.)
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, Virginia Industries Retirement Plan is a benefit plan reported by Virginia Industries, Inc. under EIN 06-1073917 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $8,999,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virginia Industries, Inc.
- EIN
- 06-1073917
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $8,999,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241015093036NAL0055370802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,999,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,999,299
- Net assets (BOY)
- $8,628,696
Income & contributions
- Employer contributions
- $157,990
- Total contributions
- $157,990
- Total income / additions
- $1,342,514
Expenses & distributions
- Benefits paid
- $871,713
- Administrative expenses
- $100,198
- Total expenses
- $971,911
- Net increase / (decrease)
- $370,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hooker & Holcombe, Inc. | NONE | $66,445 | not reported in the loaded dataset | 2023 |
| Hooker & Holcombe Inv. Adv. Inc. | NONE | $17,337 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $8,416 | $0 | 2023 |
| Whittlesey Pc | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virginia Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Rocky Hill, CT
- Hooker & Holcombe, Inc. — Schedule C compensation
- Hooker & Holcombe Inv. Adv. Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Whittlesey Pc — Schedule C compensation