Woods Rogers Vandeventer Black Plc Profit Sharing Plan — Form 5500 plan (Woods Rogers Vandeventer Black Plc)
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, Woods Rogers Vandeventer Black Plc Profit Sharing Plan is a benefit plan reported by Woods Rogers Vandeventer Black Plc under EIN 54-1294386 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $120,820,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woods Rogers Vandeventer Black Plc
- EIN
- 54-1294386
- Plan number
- 002
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $120,820,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241009091655NAL0030809136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,820,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,820,466
- Net assets (BOY)
- $46,784,434
Income & contributions
- Employer contributions
- $785,532
- Participant contributions
- $1,743,210
- Total contributions
- $2,809,207
- Total income / additions
- $15,759,468
Expenses & distributions
- Benefits paid
- $4,591,435
- Administrative expenses
- $50,076
- Total expenses
- $4,645,790
- Net increase / (decrease)
- $11,113,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cherry Bekaert Llp | ACCOUNTANT/AUDITOR | $20,475 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $13,313 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,038 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,505 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woods Rogers Vandeventer Black Plc
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Cherry Bekaert Llp — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation