Volver Investment Partners, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Volver Investment Partners, LLC (EIN 46-4646515) is a plan sponsor located in Marlton, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-4646515
Location
Marlton, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,578,096
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,578,096

Contributions & income

Participant contributions
$262,341
Total income / additions
$751,758

Expenses & distributions

Benefits paid / distributions
$410,290
Total expenses
$441,885
Net increase / (decrease)
$309,873

Coverage

Total reported participants
178
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Volver Investment Partners, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Volver Investment Partners, LLC 401k001178$2,578,0962023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Volver Investment Partners, LLC
YearPlanParticipantsSchedulesFiling
2023Volver Investment Partners, LLC 401k178H, C20240531134108NAL0023689424001

Related Form 5500 pages