Virginia Industries, Inc. 401(K) 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, Inc. 401(K) Plan is a benefit plan reported by Virginia Industries, Inc. under EIN 06-1073917 and plan number 003. The latest loaded filing year is 2023. The filing reports 527 participants and $16,496,536 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
- 003
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $16,496,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20241011145951NAL0012648323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,496,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,496,536
- Net assets (BOY)
- $13,688,725
Income & contributions
- Employer contributions
- $671,757
- Participant contributions
- $621,412
- Total contributions
- $1,912,262
- Total income / additions
- $4,371,456
Expenses & distributions
- Benefits paid
- $1,463,902
- Administrative expenses
- $99,743
- Total expenses
- $1,563,645
- Net increase / (decrease)
- $2,807,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| H&H Retirement Services, Inc. | NONE | $67,425 | not reported in the loaded dataset | 2023 |
| H&H Investment Services, Inc. | NONE | $22,318 | not reported in the loaded dataset | 2023 |
| Whittlesey, P.C. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | 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
- H&H Retirement Services, Inc. — Schedule C compensation
- H&H Investment Services, Inc. — Schedule C compensation
- Whittlesey, P.C. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation