Blue Ridge Employees Stock Ownership Plan — Form 5500 plan (Blue Ridge Bancshares, 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, Blue Ridge Employees Stock Ownership Plan is a benefit plan reported by Blue Ridge Bancshares, Inc. under EIN 43-1550520 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $2,859,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Ridge Bancshares, Inc.
- EIN
- 43-1550520
- Plan number
- 002
- Plan type
- 2
- Location
- Independence, MO
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $2,859,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H | 20240710124908NAL0008593827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,859,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,859,021
- Net assets (BOY)
- $2,227,111
Income & contributions
- Employer contributions
- $193,982
- Total contributions
- $221,596
- Total income / additions
- $877,558
Expenses & distributions
- Benefits paid
- $245,648
- Administrative expenses
- $0
- Total expenses
- $245,648
- Net increase / (decrease)
- $631,910
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.