2023 Form 5500 filing — Volver Investment Partners, LLC 401k
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531134108NAL0023689424001) for Volver Investment Partners, LLC 401k, reported by Volver Investment Partners, LLC under EIN 46-4646515 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240531134108NAL0023689424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Volver Investment Partners, LLC
- EIN
- 46-4646515
- Plan number
- 001
- Location
- Marlton, NJ
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,578,096
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,578,096
- Participant contributions
- $262,341
- Total income / additions
- $751,758
- Benefits paid
- $410,290
- Administrative expenses
- $28,558
- Total expenses
- $441,885
- Net increase / (decrease)
- $309,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $19,006 | $0 |
| Cetera Advisor Networks | NONE | $9,552 | not reported in the loaded dataset |