Virginia Transformer Corp Profit Sharing And Retirement Plan — Form 5500 plan (Virginia Transformer Corp)

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 Transformer Corp Profit Sharing And Retirement Plan is a benefit plan reported by Virginia Transformer Corp under EIN 54-0895926 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,276 participants and $24,577,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Virginia Transformer Corp
EIN
54-0895926
Plan number
001
Plan type
2
Location
Roanoke, VA
Latest filing year
2023
Participants
1,276
End-of-year plan assets
$24,577,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,276H, C20241011085752NAL0010746867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,577,942
Total liabilities (EOY)
$0
Net assets (EOY)
$24,577,942
Net assets (BOY)
$17,906,906

Income & contributions

Employer contributions
$1,103,227
Participant contributions
$3,071,096
Total contributions
$4,735,076
Total income / additions
$8,097,591

Expenses & distributions

Benefits paid
$1,339,181
Administrative expenses
$32,731
Total expenses
$1,426,555
Net increase / (decrease)
$6,671,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,700$02023

Related Form 5500 pages